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 10-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,797 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,340 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $82,518 | $54,193+52.3% | $93,606-11.8% | $77,643+6.3% |
| Participation rate | 79.6% | 63.9%+15.6pp | 68.7%+10.9pp | 70.6%+9.0pp |
| Annual return | 14.47% | 30.54%-16.1pp | 133.20%-118.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $544 | $1,168-53.4% | $2,420-77.5% | $2,726-80.0% |
| Participant deferral / active EE | $5,505 | $3,144+75.1% | $4,411+24.8% | $4,647+18.5% |
| Admin fee / account holder | $63 | $576-89.0% | $8,285-99.2% | $430-85.3% |