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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,519 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,493 | $66,302+42.5% | $110,238-14.3% | $56,287+67.9% |
| Participation rate | 66.4% | 74.9%-8.5pp | 79.8%-13.4pp | 69.9%-3.5pp |
| Annual return | -4.27% | -1.18%-3.1pp | 314.74%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,574 | $3,381+64.9% | $4,672+19.3% | $3,350+66.4% |
| Admin fee / account holder | $10 | $698-98.6% | $8,547-99.9% | $521-98.1% |