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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $121,033 |
Service code 99 · EIN 47-1411118 | Other Fees | $32,636 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,277 | $54,193-51.5% | $93,654-71.9% | $77,671-66.2% |
| Participation rate | 80.5% | 63.9%+16.6pp | 68.7%+11.8pp | 70.6%+9.9pp |
| Annual return | 11.53% | 30.54%-19.0pp | 133.34%-121.8pp | 31.21%-19.7pp |
| Employer contribution / active EE | $339 | $1,168-71.0% | $2,421-86.0% | $2,726-87.6% |
| Participant deferral / active EE | $2,780 | $3,144-11.6% | $4,413-37.0% | $4,648-40.2% |
| Admin fee / account holder | $165 | $576-71.3% | $8,282-98.0% | $430-61.7% |