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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,506 | $65,435+27.6% | $86,677-3.7% | $66,914+24.8% |
| Participation rate | 60.1% | 75.5%-15.3pp | 76.6%-16.5pp | 69.8%-9.7pp |
| Annual return | -16.07% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,260 | $2,153-41.5% | $2,836-55.6% | $2,544-50.5% |
| Participant deferral / active EE | $2,265 | $4,100-44.8% | $4,656-51.4% | $4,237-46.5% |
| Admin fee / account holder | $18 | $642-97.2% | $7,493-99.8% | $593-97.0% |