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 Service code 27 · EIN 71-0297408 | Advisory (Plan) | $2,905 |
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).
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 | $54,696 | $41,854+30.7% | $73,843-25.9% | $52,331+4.5% |
| Participation rate | 68.2% | 66.2%+1.9pp | 73.4%-5.3pp | 68.1%+0.1pp |
| Annual return | 1.78% | 2.11%-0.3pp | 2267.84%-2266.1pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,029 | $1,920-46.4% | $2,787-63.1% | $1,882-45.3% |
| Participant deferral / active EE | $3,023 | $2,498+21.0% | $3,583-15.6% | $3,0220% |
| Admin fee / account holder | $6 | $493-98.9% | $4,880-99.9% | $592-99.1% |