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 & ANNUITY11+ years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $1,146,483 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $212,519 |
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 | $255,887 | $182,927+39.9% | $200,582+27.6% | $117,739+117.3% |
| Participation rate | 100.0% | 92.5%+7.5pp | 86.9%+13.1pp | 76.6%+23.4pp |
| Annual return | 16.91% | 15.76%+1.1pp | 42.33%-25.4pp | 17.29%-0.4pp |
| Employer contribution / active EE | $9,359 | $5,985+56.4% | $6,419+45.8% | $3,746+149.8% |
| Participant deferral / active EE | $8,751 | $9,711-9.9% | $9,331-6.2% | $6,128+42.8% |
| Admin fee / account holder | $170 | $95+78.7% | $16,305-99.0% | $112+51.6% |