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 3-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 26 · EIN 71-0294708 | Advisory (Participants) | $19,961 |
INTELLIGENCE DRIVEN ADVISERS LLC1+ years Filed as: INTELLIGENCE DRIVE ADVISORS, LLC Service code 99 · EIN 83-2499358 | Other Fees | $7,100 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,690 | $106,236-84.3% | $112,228-85.1% | $64,808-74.2% |
| Participation rate | 21.7% | 71.7%-49.9pp | 75.1%-53.3pp | 71.5%-49.7pp |
| Annual return | -11.88% | -6.02%-5.9pp | 27.45%-39.3pp | 32.82%-44.7pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,783 | $3,785-52.9% | $4,728-62.3% | $4,310-58.6% |
| Admin fee / account holder | $111 | $452-75.5% | $6,410-98.3% | $188-41.1% |