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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,136 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,969 | $39,948+35.1% | $89,391-39.6% | $73,409-26.5% |
| Participation rate | 28.6% | 50.4%-21.8pp | 68.0%-39.4pp | 72.2%-43.6pp |
| Annual return | 12.19% | 50.12%-37.9pp | 245.62%-233.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $193 | $1,200-83.9% | $2,586-92.5% | $2,234-91.4% |
| Participant deferral / active EE | $2,154 | $2,193-1.8% | $3,890-44.6% | $3,805-43.4% |
| Admin fee / account holder | $172 | $134+27.8% | $4,881-96.5% | $158+8.6% |