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 26 · EIN 95-3845382 | Advisory (Participants) | $54,880 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 26 · EIN 41-0945505 | Advisory (Participants) | $17,991 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,945 | $102,553-47.4% | $151,611-64.4% | $66,914-19.4% |
| Participation rate | 88.0% | 85.5%+2.5pp | 87.5%+0.5pp | 69.8%+18.2pp |
| Annual return | -18.82% | -10.82%-8.0pp | 3.33%-22.2pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,699 | $4,180-35.4% | $6,166-56.2% | $2,544+6.1% |
| Participant deferral / active EE | $6,660 | $6,641+0.3% | $8,363-20.4% | $4,237+57.2% |
| Admin fee / account holder | $109 | $630-82.7% | $11,616-99.1% | $593-81.7% |