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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $212,801 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,650 | $106,028-20.2% | $146,958-42.4% | $77,643+9.0% |
| Participation rate | 69.8% | 78.4%-8.5pp | 82.2%-12.3pp | 70.6%-0.7pp |
| Annual return | 16.80% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,528 | $4,063-37.8% | $4,933-48.7% | $2,726-7.3% |
| Participant deferral / active EE | $5,979 | $7,990-25.2% | $8,070-25.9% | $4,647+28.7% |
| Admin fee / account holder | $296 | $337-12.2% | $12,998-97.7% | $430-31.1% |