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) | $35,764 |
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 | $327,279 | $78,781+315.4% | $100,516+225.6% | $73,409+345.8% |
| Participation rate | 89.3% | 80.0%+9.2pp | 79.4%+9.9pp | 72.2%+17.1pp |
| Annual return | 15.48% | 31.69%-16.2pp | 30.89%-15.4pp | 59.29%-43.8pp |
| Employer contribution / active EE | $5,400 | $2,420+123.2% | $3,418+58.0% | $2,234+141.8% |
| Participant deferral / active EE | $10,442 | $6,537+59.7% | $6,270+66.5% | $3,805+174.4% |
| Admin fee / account holder | $63 | $145-56.7% | $8,081-99.2% | $158-60.1% |