See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $26,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,321 | $50,815-46.2% | $155,509-82.4% | $77,643-64.8% |
| Participation rate | 34.3% | 63.1%-28.8pp | 78.2%-43.9pp | 70.6%-36.3pp |
| Annual return | 15.78% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $454 | $1,993-77.2% | $4,672-90.3% | $2,726-83.3% |
| Participant deferral / active EE | $1,644 | $2,822-41.7% | $5,626-70.8% | $4,647-64.6% |
| Admin fee / account holder | $191 | $437-56.2% | $15,912-98.8% | $430-55.5% |