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 10-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,719 | $30,086-54.4% | $61,373-77.6% | $64,808-78.8% |
| Participation rate | 24.2% | 36.4%-12.1pp | 52.6%-28.3pp | 71.5%-47.2pp |
| Annual return | -12.52% | -13.99%+1.5pp | 338.61%-351.1pp | 32.82%-45.3pp |
| Employer contribution / active EE | $477 | $536-11.0% | $1,159-58.8% | $2,506-81.0% |
| Participant deferral / active EE | $952 | $1,126-15.5% | $2,125-55.2% | $4,310-77.9% |
| Admin fee / account holder | $7 | $148-95.0% | $2,130-99.7% | $188-96.0% |