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 INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $40,337 | $65,061-38.0% | $143,757-71.9% | $66,914-39.7% |
| Participation rate | 64.9% | 65.2%-0.3pp | 80.3%-15.4pp | 69.8%-4.9pp |
| Annual return | -18.57% | -11.14%-7.4pp | -0.04%-18.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $596 | $2,361-74.7% | $4,951-88.0% | $2,544-76.6% |
| Participant deferral / active EE | $1,594 | $2,919-45.4% | $5,637-71.7% | $4,237-62.4% |
| Admin fee / account holder | $13 | $502-97.5% | $14,673-99.9% | $593-97.8% |