Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $224,492 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,488 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,674 | $122,259-83.1% | $147,005-85.9% | $199,768-89.7% |
| Participation rate | 97.8% | 78.3%+19.6pp | 82.2%+15.7pp | 72.0%+25.8pp |
| Annual return | 13.98% | 30.58%-16.6pp | 418.76%-404.8pp | 34.26%-20.3pp |
| Employer contribution / active EE | $3,273 | $4,097-20.1% | $4,934-33.7% | $3,037+7.8% |
| Participant deferral / active EE | $4,487 | $8,504-47.2% | $8,070-44.4% | $5,090-11.8% |
| Admin fee / account holder | $90 | $179-49.7% | $13,006-99.3% | $269-66.6% |