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 INSUARNCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $81 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,397 | $35,986-32.2% | $77,482-68.5% | $73,488-66.8% |
| Participation rate | 38.2% | 40.8%-2.7pp | 54.2%-16.0pp | 70.7%-32.5pp |
| Annual return | 13.45% | 19.26%-5.8pp | 54.79%-41.3pp | 28.51%-15.1pp |
| Employer contribution / active EE | $697 | $557+25.1% | $986-29.3% | $2,270-69.3% |
| Participant deferral / active EE | $1,204 | $1,198+0.6% | $1,861-35.3% | $3,740-67.8% |
| Admin fee / account holder | $31 | $466-93.4% | $2,858-98.9% | $513-94.0% |