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 & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,285 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,645 | $75,183-63.2% | $123,892-77.7% | $55,167-49.9% |
| Participation rate | 56.5% | 72.8%-16.4pp | 81.4%-24.9pp | 69.0%-12.5pp |
| Annual return | 25.71% | 19.01%+6.7pp | 47.52%-21.8pp | 169.23%-143.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,744 | $5,084+13.0% | $5,984-4.0% | $3,054+88.1% |
| Admin fee / account holder | $32 | $663-95.2% | $8,357-99.6% | $504-93.7% |