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 3-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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,260 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,350 |
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 | $98,895 | $119,446-17.2% | $150,045-34.1% | $85,563+15.6% |
| Participation rate | 89.6% | 75.4%+14.2pp | 82.3%+7.3pp | 66.0%+23.7pp |
| Annual return | 24.90% | 23.72%+1.2pp | 62.55%-37.6pp | 31.51%-6.6pp |
| Employer contribution / active EE | $7,737 | $4,078+89.7% | $4,693+64.9% | $2,654+191.6% |
| Participant deferral / active EE | $17,427 | $7,985+118.3% | $7,997+117.9% | $4,375+298.3% |
| Admin fee / account holder | $35 | $548-93.6% | $13,435-99.7% | $834-95.8% |