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 64 · EIN 71-0294708 | Recordkeeping Fees | $7,871 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,047 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,634 | $106,028+22.3% | $146,958-11.8% | $77,643+67.0% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 13.94% | 56.73%-42.8pp | 418.34%-404.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,085 | $4,063-48.7% | $4,933-57.7% | $2,726-23.5% |
| Participant deferral / active EE | $10,142 | $7,990+26.9% | $8,070+25.7% | $4,647+118.2% |
| Admin fee / account holder | $20 | $337-94.1% | $12,998-99.8% | $430-95.3% |