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 9-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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $281 |
Filed as: VOYA RET INSURANCE & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $281 |
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.
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 | $36,323 | $42,396-14.3% | $67,313-46.0% | $56,287-35.5% |
| Participation rate | 36.5% | 61.0%-24.4pp | 69.1%-32.5pp | 69.9%-33.3pp |
| Annual return | 12.59% | -36.63%+49.2pp | -4.08%+16.7pp | -9.96%+22.6pp |
| Employer contribution / active EE | $397 | $1,414-71.9% | $2,566-84.5% | $2,111-81.2% |
| Participant deferral / active EE | $902 | $2,360-61.8% | $3,568-74.7% | $3,350-73.1% |
| Admin fee / account holder | $47 | $510-90.8% | $4,507-99.0% | $521-91.0% |