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 | $81,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,013 |
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 | $68,649 | $100,801-31.9% | $149,696-54.1% | $73,409-6.5% |
| Participation rate | 78.4% | 77.7%+0.7pp | 82.5%-4.1pp | 72.2%+6.2pp |
| Annual return | 24.53% | 265.34%-240.8pp | 276.60%-252.1pp | 59.29%-34.8pp |
| Employer contribution / active EE | $3,884 | $3,312+17.3% | $4,644-16.4% | $2,234+73.9% |
| Participant deferral / active EE | $13,706 | $6,404+114.0% | $6,842+100.3% | $3,805+260.2% |
| Admin fee / account holder | $5 | $181-97.3% | $9,309-99.9% | $158-97.0% |