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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $27,883 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,237 | $77,314+173.2% | $177,989+18.7% | $80,856+161.2% |
| Participation rate | 91.9% | 65.7%+26.2pp | 77.1%+14.8pp | 67.6%+24.2pp |
| Annual return | 13.56% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,206 | $2,292+170.8% | $3,949+57.2% | $2,755+125.3% |
| Participant deferral / active EE | $11,196 | $4,411+153.8% | $6,276+78.4% | $4,296+160.6% |
| Admin fee / account holder | $256 | $7,191-96.4% | $10,363-97.5% | $6,918-96.3% |