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 7-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 49 | Other Services | $14,383 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,131 | $84,487-75.0% | $125,339-83.1% | $66,914-68.4% |
| Participation rate | 63.4% | 76.4%-13.0pp | 82.4%-19.0pp | 69.8%-6.4pp |
| Annual return | -15.65% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,005 | $3,553-43.6% | $4,814-58.3% | $2,544-21.2% |
| Participant deferral / active EE | $5,157 | $6,781-23.9% | $7,446-30.7% | $4,237+21.7% |
| Admin fee / account holder | $39 | $685-94.4% | $10,010-99.6% | $593-93.5% |