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 7-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) | $12,291 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,087 |
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 | $81,115 | $59,417+36.5% | $93,606-13.3% | $74,495+8.9% |
| Participation rate | 96.0% | 59.7%+36.4pp | 68.7%+27.3pp | 67.2%+28.8pp |
| Annual return | 10.83% | 81.83%-71.0pp | 133.20%-122.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $467 | $1,264-63.0% | $2,420-80.7% | $2,623-82.2% |
| Participant deferral / active EE | $6,020 | $3,050+97.4% | $4,411+36.5% | $4,346+38.5% |
| Admin fee / account holder | $163 | $3,021-94.6% | $8,285-98.0% | $1,942-91.6% |