Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $90,600 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $22,388 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,691 | $88,982-8.2% | $102,438-20.3% | $77,671+5.2% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 15.38% | 25.01%-9.6pp | 29.37%-14.0pp | 31.21%-15.8pp |
| Employer contribution / active EE | $3,709 | $2,698+37.5% | $3,024+22.7% | $2,726+36.0% |
| Participant deferral / active EE | $4,976 | $5,144-3.3% | $5,054-1.5% | $4,648+7.1% |
| Admin fee / account holder | $141 | $236-40.2% | $9,448-98.5% | $430-67.3% |