Filed July 9, 2025 (most recent of 2 filings on file)
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) | $111,546 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,314 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,273 | $129,021-44.0% | $184,203-60.8% | $77,643-6.9% |
| Participation rate | 99.3% | 87.3%+12.0pp | 86.8%+12.5pp | 70.6%+28.7pp |
| Annual return | 10.60% | 33.27%-22.7pp | 28.81%-18.2pp | 31.24%-20.6pp |
| Employer contribution / active EE | $3,328 | $4,413-24.6% | $6,427-48.2% | $2,726+22.1% |
| Participant deferral / active EE | $5,233 | $7,297-28.3% | $9,131-42.7% | $4,647+12.6% |
| Admin fee / account holder | $253 | $254-0.2% | $13,901-98.2% | $430-41.1% |