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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $76,985 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $47,922 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $12,560 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,676 | $81,908-41.8% | $90,749-47.5% | $64,808-26.4% |
| Participation rate | 97.9% | 80.5%+17.5pp | 75.7%+22.2pp | 71.5%+26.5pp |
| Annual return | -19.71% | -12.53%-7.2pp | -12.16%-7.5pp | 32.82%-52.5pp |
| Employer contribution / active EE | $1,706 | $3,065-44.3% | $2,921-41.6% | $2,506-31.9% |
| Participant deferral / active EE | $2,960 | $4,840-38.8% | $4,564-35.1% | $4,310-31.3% |
| Admin fee / account holder | $163 | $157+3.5% | $8,445-98.1% | $188-13.4% |