Filed October 17, 2025
Total covered: 149 employees
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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $456,885 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $419,145 |
Filed as: HARPER & PEARSON Service code 10 · EIN 74-1695589 | Accounting | $25,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,557 | $122,186+3.6% | $146,958-13.9% | $199,593-36.6% |
| Participation rate | 84.1% | 78.3%+5.8pp | 82.2%+1.9pp | 72.0%+12.1pp |
| Annual return | 6.09% | 30.56%-24.5pp | 418.34%-412.2pp | 34.25%-28.2pp |
| Employer contribution / active EE | $1,799 | $4,093-56.0% | $4,933-63.5% | $3,034-40.7% |
| Participant deferral / active EE | $8,244 | $8,502-3.0% | $8,070+2.2% | $5,087+62.1% |
| Admin fee / account holder | $156 | $179-12.9% | $12,998-98.8% | $269-42.1% |