See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $76,972 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $38,825 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $17,454 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $334,176 | $62,624+433.6% | $177,989+87.8% | $77,643+330.4% |
| Participation rate | 98.1% | 66.8%+31.3pp | 77.1%+21.0pp | 70.6%+27.6pp |
| Annual return | 16.89% | 16.16%+0.7pp | 294.48%-277.6pp | 31.24%-14.3pp |
| Employer contribution / active EE | $14,492 | $1,909+659.2% | $3,949+267.0% | $2,726+431.7% |
| Participant deferral / active EE | $16,188 | $4,219+283.6% | $6,276+157.9% | $4,647+248.3% |
| Admin fee / account holder | $264 | $386-31.5% | $10,363-97.4% | $430-38.6% |