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) | $5,693 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,730 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,610 | $89,808+17.6% | $100,383+5.2% | $77,671+36.0% |
| Participation rate | 87.4% | 81.2%+6.2pp | 81.5%+5.9pp | 70.6%+16.8pp |
| Annual return | 18.68% | 20.62%-1.9pp | 49.26%-30.6pp | 31.21%-12.5pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $16,535 | $8,284+99.6% | $8,086+104.5% | $4,648+255.8% |
| Admin fee / account holder | $34 | $174-80.6% | $7,900-99.6% | $430-92.2% |