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 INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $1,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $6,262,610 | $61,214+10130.6% | $83,333+7415.1% | $56,287+11026.3% |
| Participation rate | 0.0% | 72.6%-72.6pp | 77.8%-77.8pp | 69.9%-69.9pp |
| Annual return | -8.87% | 0.42%-9.3pp | 10.63%-19.5pp | -9.96%+1.1pp |
| Employer contribution / active EE | $2,723 | $1,925+41.4% | $3,379-19.4% | $2,111+29.0% |
| Participant deferral / active EE | $4,120 | $5,091-19.1% | $5,565-26.0% | $3,350+23.0% |
| Admin fee / account holder | $2,937 | $512+474.1% | $7,510-60.9% | $521+463.8% |