See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 | Other Services | $16,649 |
Filed as: ONEDIGITAL 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,690 | $91,407-67.5% | $135,903-78.2% | $71,457-58.5% |
| Participation rate | 67.5% | 75.7%-8.1pp | 81.9%-14.4pp | 67.9%-0.4pp |
| Annual return | 18.96% | 29.90%-10.9pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $417 | $3,703-88.7% | $4,856-91.4% | $2,588-83.9% |
| Participant deferral / active EE | $5,029 | $7,092-29.1% | $7,758-35.2% | $4,289+17.2% |
| Admin fee / account holder | $47 | $1,266-96.3% | $10,762-99.6% | $1,587-97.0% |