See peer percentile detail with Solo.
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,643 | $82,917+3.3% | $103,333-17.1% | $77,643+10.3% |
| Participation rate | 74.9% | 71.6%+3.4pp | 74.5%+0.4pp | 70.6%+4.3pp |
| Annual return | 14.95% | 19.13%-4.2pp | 24.88%-9.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $996 | $3,552-72.0% | $3,868-74.2% | $2,726-63.5% |
| Participant deferral / active EE | $5,081 | $4,108+23.7% | $5,057+0.5% | $4,647+9.3% |
| Admin fee / account holder | $13 | $638-98.0% | $8,355-99.8% | $430-97.1% |