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 6-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 64 · EIN 71-0294708 | Recordkeeping Fees | $5,050 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,061 | $66,098-39.4% | $101,794-60.6% | $74,304-46.1% |
| Participation rate | 94.7% | 53.8%+41.0pp | 69.2%+25.6pp | 60.3%+34.4pp |
| Annual return | 17.79% | 19.59%-1.8pp | 30.53%-12.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $912 | $1,082-15.7% | $2,289-60.1% | $2,241-59.3% |
| Participant deferral / active EE | $5,970 | $2,781+114.7% | $4,084+46.2% | $3,767+58.5% |
| Admin fee / account holder | $30 | $4,146-99.3% | $8,777-99.7% | $2,969-99.0% |