Filed April 1, 2024
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) | $46,508 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,832 | $92,055+84.5% | $106,213+59.9% | $77,643+118.7% |
| Participation rate | 92.4% | 81.0%+11.4pp | 75.3%+17.1pp | 70.6%+21.8pp |
| Annual return | 18.77% | 17.91%+0.9pp | 116.14%-97.4pp | 31.24%-12.5pp |
| Employer contribution / active EE | $12,320 | $3,367+265.9% | $3,171+288.5% | $2,726+352.0% |
| Participant deferral / active EE | $9,175 | $5,386+70.4% | $5,016+82.9% | $4,647+97.4% |
| Admin fee / account holder | $129 | $219-41.2% | $11,033-98.8% | $430-70.1% |