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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $22,812 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,849 | $69,231+312.9% | $91,989+210.7% | $67,579+323.0% |
| Participation rate | 87.2% | 78.9%+8.3pp | 78.6%+8.6pp | 71.3%+15.9pp |
| Annual return | 22.47% | 32.03%-9.6pp | 69.02%-46.6pp | 378.56%-356.1pp |
| Employer contribution / active EE | $5,058 | $2,284+121.4% | $3,452+46.5% | $2,148+135.5% |
| Participant deferral / active EE | $9,578 | $5,854+63.6% | $5,923+61.7% | $3,539+170.6% |
| Admin fee / account holder | $40 | $107-63.0% | $7,743-99.5% | $142-72.1% |