Filed August 17, 2026
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 FINANCIAL ADVISORS INC Service code 55 · EIN 41-0945505 | Other Commissions | $72,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,914 |
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 | $61,410 | $88,122-30.3% | $141,162-56.5% | $67,579-9.1% |
| Participation rate | 77.7% | 76.5%+1.2pp | 82.5%-4.8pp | 71.3%+6.4pp |
| Annual return | 31.38% | 75.40%-44.0pp | 71.39%-40.0pp | 378.56%-347.2pp |
| Employer contribution / active EE | $2,571 | $3,224-20.3% | $4,735-45.7% | $2,148+19.7% |
| Participant deferral / active EE | $9,592 | $5,958+61.0% | $6,709+43.0% | $3,539+171.0% |
| Admin fee / account holder | $7 | $131-94.4% | $10,261-99.9% | $142-94.8% |