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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 65 · EIN 04-3516284 | Account Maintenance | $577,351 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $388,453 |
SAGE ADVISORY SERVICES9+ 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 | $59,984 | $121,599-50.7% | $135,903-55.9% | $103,482-42.0% |
| Participation rate | 85.9% | 76.2%+9.7pp | 81.9%+4.0pp | 73.3%+12.6pp |
| Annual return | 19.36% | 26.09%-6.7pp | 68.23%-48.9pp | 33.11%-13.7pp |
| Employer contribution / active EE | $2,695 | $4,627-41.8% | $4,856-44.5% | $3,208-16.0% |
| Participant deferral / active EE | $6,145 | $7,782-21.0% | $7,758-20.8% | $5,207+18.0% |
| Admin fee / account holder | $192 | $76+153.5% | $10,762-98.2% | $114+68.1% |