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 7-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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $427,769 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $147,416 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA Service code 28 · EIN 04-0025081 | Investment Management | $5,842 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,642 | $115,744+133.0% | $100,391+168.6% | $199,593+35.1% |
| Participation rate | 96.1% | 85.7%+10.5pp | 81.5%+14.7pp | 72.0%+24.2pp |
| Annual return | 15.08% | 17.79%-2.7pp | 49.20%-34.1pp | 34.25%-19.2pp |
| Employer contribution / active EE | $6,938 | $3,657+89.7% | $3,942+76.0% | $3,034+128.7% |
| Participant deferral / active EE | $15,625 | $9,844+58.7% | $8,082+93.3% | $5,087+207.2% |
| Admin fee / account holder | $139 | $93+49.9% | $7,899-98.2% | $269-48.2% |