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) | $12,837 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,215 | $89,436-72.9% | $164,813-85.3% | $77,643-68.8% |
| Participation rate | 84.8% | 78.6%+6.2pp | 78.6%+6.2pp | 70.6%+14.3pp |
| Annual return | 24.13% | 28.83%-4.7pp | 69.93%-45.8pp | 31.24%-7.1pp |
| Employer contribution / active EE | $833 | $2,569-67.6% | $4,341-80.8% | $2,726-69.4% |
| Participant deferral / active EE | $3,878 | $4,897-20.8% | $6,031-35.7% | $4,647-16.6% |
| Admin fee / account holder | $40 | $339-88.2% | $12,690-99.7% | $430-90.7% |