Filed December 3, 2025
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) | $24,899 |
ASCENSUS LLC5 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $13,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,814 | $83,369+28.1% | $105,223+1.5% | $67,986+57.1% |
| Participation rate | 73.6% | 56.3%+17.3pp | 75.0%-1.4pp | 57.2%+16.4pp |
| Annual return | 14.28% | 24.64%-10.4pp | 180.65%-166.4pp | 31.67%-17.4pp |
| Employer contribution / active EE | $3,519 | $2,541+38.5% | $3,689-4.6% | $2,019+74.3% |
| Participant deferral / active EE | $3,467 | $3,295+5.2% | $5,072-31.6% | $3,358+3.3% |
| Admin fee / account holder | $464 | $4,073-88.6% | $8,859-94.8% | $3,203-85.5% |