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) | $3,382 |
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 | $63,786 | $79,171-19.4% | $102,423-37.7% | $74,495-14.4% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 17.80% | 54.93%-37.1pp | 29.32%-11.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $3,449 | $2,362+46.0% | $3,023+14.1% | $2,623+31.5% |
| Participant deferral / active EE | $7,181 | $4,415+62.7% | $5,053+42.1% | $4,346+65.2% |
| Admin fee / account holder | $61 | $2,001-97.0% | $9,451-99.4% | $1,942-96.9% |