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 26 · EIN 71-0294708 | Advisory (Participants) | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,914 | $69,362+19.5% | $101,248-18.1% | $73,488+12.8% |
| Participation rate | 60.3% | 68.4%-8.1pp | 75.8%-15.5pp | 70.7%-10.4pp |
| Annual return | 13.02% | 18.46%-5.4pp | 46.47%-33.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $439 | $2,628-83.3% | $3,660-88.0% | $2,270-80.7% |
| Participant deferral / active EE | $4,381 | $3,300+32.8% | $4,370+0.2% | $3,740+17.2% |
| Admin fee / account holder | $4 | $704-99.5% | $5,945-99.9% | $513-99.3% |