See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,474 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY Service code 26 · EIN 71-0294708 909 LOCUST STREET · DES MOINES, IA 50309 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,709 | $46,966-68.7% | $185,117-92.1% | $69,631-78.9% |
| Participation rate | 23.6% | 65.3%-41.7pp | 77.3%-53.7pp | 70.7%-47.1pp |
| Annual return | 21.46% | 22.36%-0.9pp | 40.50%-19.0pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $565 | $3,017-81.3% | $5,045-88.8% | $3,224-82.5% |
| Admin fee / account holder | $24 | $94-73.9% | $8,159-99.7% | $110-77.9% |