See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $18,202 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,368 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,344 | $77,523-40.2% | $100,383-53.8% | $80,874-42.7% |
| Participation rate | 98.9% | 77.0%+22.0pp | 81.5%+17.4pp | 67.6%+31.3pp |
| Annual return | 21.82% | 37.21%-15.4pp | 49.26%-27.4pp | 35.62%-13.8pp |
| Employer contribution / active EE | $6,998 | $2,801+149.8% | $3,944+77.4% | $2,756+153.9% |
| Participant deferral / active EE | $18,521 | $6,822+171.5% | $8,086+129.1% | $4,297+331.0% |
| Admin fee / account holder | $41 | $5,899-99.3% | $7,900-99.5% | $6,935-99.4% |