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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,998 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $3,179 |
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 | $133,433 | $80,724+65.3% | $103,333+29.1% | $74,495+79.1% |
| Participation rate | 89.4% | 65.7%+23.8pp | 74.5%+14.9pp | 67.2%+22.2pp |
| Annual return | 14.91% | 27.56%-12.7pp | 24.88%-10.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,879 | $3,157-40.5% | $3,868-51.4% | $2,623-28.4% |
| Participant deferral / active EE | $10,232 | $3,860+165.1% | $5,057+102.3% | $4,346+135.4% |
| Admin fee / account holder | $70 | $2,368-97.1% | $8,355-99.2% | $1,942-96.4% |