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 | $86,944+22.9% | $107,525-0.7% | $74,304+43.8% |
| Participation rate | 73.6% | 59.6%+14.1pp | 75.1%-1.5pp | 60.3%+13.3pp |
| Annual return | 14.28% | 23.52%-9.2pp | 181.32%-167.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,519 | $2,757+27.7% | $3,754-6.2% | $2,241+57.0% |
| Participant deferral / active EE | $3,467 | $3,554-2.4% | $5,116-32.2% | $3,767-8.0% |
| Admin fee / account holder | $464 | $3,727-87.6% | $8,919-94.8% | $2,969-84.4% |