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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $98,783 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $21,388 |
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 | $375,762 | $71,964+422.2% | $167,512+124.3% | $85,563+339.2% |
| Participation rate | 96.1% | 61.0%+35.1pp | 77.1%+19.1pp | 66.0%+30.1pp |
| Annual return | 15.33% | 18.83%-3.5pp | 1615.79%-1600.5pp | 31.51%-16.2pp |
| Employer contribution / active EE | $15,085 | $1,875+704.6% | $3,882+288.6% | $2,654+468.5% |
| Participant deferral / active EE | $15,191 | $4,110+269.7% | $6,405+137.2% | $4,375+247.2% |
| Admin fee / account holder | $241 | $815-70.5% | $9,769-97.5% | $834-71.1% |