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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,547 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,074 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $4,802 |
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 | $79,549 | $56,767+40.1% | $101,794-21.9% | $85,563-7.0% |
| Participation rate | 82.1% | 57.6%+24.5pp | 69.2%+12.9pp | 66.0%+16.2pp |
| Annual return | 14.23% | 17.76%-3.5pp | 30.53%-16.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $567 | $1,112-49.0% | $2,289-75.2% | $2,654-78.6% |
| Participant deferral / active EE | $5,842 | $2,720+114.8% | $4,084+43.1% | $4,375+33.5% |
| Admin fee / account holder | $37 | $1,098-96.6% | $8,777-99.6% | $834-95.5% |