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 3-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $190,997 |
NFP RETIREMENT INC3+ years Service code 99 · EIN 33-0905143 | Other Fees | $97,722 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,681 |
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 | $18,034 | $53,136-66.1% | $155,509-88.4% | $199,593-91.0% |
| Participation rate | 92.1% | 64.1%+28.0pp | 78.2%+13.9pp | 72.0%+20.2pp |
| Annual return | 18.93% | 41.15%-22.2pp | 64.67%-45.7pp | 34.25%-15.3pp |
| Employer contribution / active EE | $2,203 | $1,851+19.0% | $4,672-52.8% | $3,034-27.4% |
| Participant deferral / active EE | $5,082 | $3,161+60.8% | $5,626-9.7% | $5,087-0.1% |
| Admin fee / account holder | $90 | $185-51.4% | $15,912-99.4% | $269-66.5% |