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) | $40,878 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,612 | $64,612+346.7% | $86,436+233.9% | $64,808+345.3% |
| Participation rate | 87.2% | 81.5%+5.7pp | 80.3%+6.8pp | 71.5%+15.7pp |
| Annual return | -18.38% | 0.66%-19.0pp | 4394.89%-4413.3pp | 32.82%-51.2pp |
| Employer contribution / active EE | $5,233 | $2,744+90.7% | $3,769+38.9% | $2,506+108.8% |
| Participant deferral / active EE | $10,304 | $7,497+37.4% | $6,952+48.2% | $4,310+139.0% |
| Admin fee / account holder | $69 | $169-59.0% | $6,731-99.0% | $188-63.1% |