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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 65 · EIN 04-3516284 | Account Maintenance | $523,040 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $463,392 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE VIEW ADVISORY Service code 16 · EIN 53-0819607 | Consulting | $85,000 |
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 | $71,305 | $119,627-40.4% | $146,958-51.5% | $99,062-28.0% |
| Participation rate | 87.0% | 73.4%+13.6pp | 82.2%+4.9pp | 71.6%+15.4pp |
| Annual return | 14.46% | 28.82%-14.4pp | 418.34%-403.9pp | 17.66%-3.2pp |
| Employer contribution / active EE | $2,883 | $4,153-30.6% | $4,933-41.6% | $3,262-11.6% |
| Participant deferral / active EE | $6,582 | $7,997-17.7% | $8,070-18.4% | $5,331+23.5% |
| Admin fee / account holder | $128 | $150-14.3% | $12,998-99.0% | $109+17.6% |