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 9-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,805 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,509 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,947 | $58,336-57.2% | $97,226-74.3% | $199,593-87.5% |
| Participation rate | 96.7% | 63.8%+33.0pp | 72.7%+24.0pp | 72.0%+24.8pp |
| Annual return | 17.84% | 32.81%-15.0pp | 75.13%-57.3pp | 34.25%-16.4pp |
| Employer contribution / active EE | $2,756 | $1,416+94.6% | $2,729+1.0% | $3,034-9.2% |
| Participant deferral / active EE | $4,717 | $3,240+45.6% | $4,264+10.6% | $5,087-7.3% |
| Admin fee / account holder | $30 | $114-73.7% | $5,654-99.5% | $269-88.9% |