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 RIAC Service code 27 · EIN 71-0294708 P.O. BOX 9900067 · HARTFORD, CT 061990067 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,821 | $71,516-49.9% | $98,439-63.6% | $71,457-49.9% |
| Participation rate | 60.4% | 72.7%-12.3pp | 75.2%-14.8pp | 67.9%-7.6pp |
| Annual return | 9.65% | 32.41%-22.8pp | 21.16%-11.5pp | 28.85%-19.2pp |
| Employer contribution / active EE | $1,619 | $2,399-32.5% | $3,048-46.9% | $2,588-37.4% |
| Participant deferral / active EE | $2,904 | $4,109-29.3% | $4,738-38.7% | $4,289-32.3% |
| Admin fee / account holder | $93 | $1,675-94.4% | $8,948-99.0% | $1,587-94.1% |