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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $47,038 |
Filed as: MASSACHUSETTS MUTUAL LIFEINSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $28,474 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,425 | $101,317-34.4% | $146,958-54.8% | $74,495-10.8% |
| Participation rate | 78.7% | 75.5%+3.2pp | 82.2%-3.4pp | 67.2%+11.5pp |
| Annual return | 29.11% | 8730.91%-8701.8pp | 418.34%-389.2pp | 1364.94%-1335.8pp |
| Employer contribution / active EE | $3,150 | $3,810-17.3% | $4,933-36.2% | $2,623+20.1% |
| Participant deferral / active EE | $6,931 | $7,303-5.1% | $8,070-14.1% | $4,346+59.5% |
| Admin fee / account holder | $305 | $1,739-82.5% | $12,998-97.7% | $1,942-84.3% |