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 7-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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $519,661 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $270,604 |
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 | $253,090 | $108,617+133.0% | $108,410+133.5% | $93,030+172.1% |
| Participation rate | 93.7% | 83.1%+10.5pp | 80.1%+13.5pp | 73.9%+19.8pp |
| Annual return | 22.84% | 21.63%+1.2pp | 905.27%-882.4pp | 158.70%-135.9pp |
| Employer contribution / active EE | $4,346 | $3,249+33.8% | $3,558+22.1% | $2,706+60.6% |
| Participant deferral / active EE | $10,424 | $7,885+32.2% | $6,563+58.8% | $4,562+128.5% |
| Admin fee / account holder | $147 | $94+56.7% | $7,295-98.0% | $152-3.3% |