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 9-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 | $18,894 |
Service code 99 · EIN 46-4558541 | Other Fees | $9,750 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,144 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,196 |
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 | $104,635 | $56,767+84.3% | $101,794+2.8% | $85,563+22.3% |
| Participation rate | 89.2% | 57.6%+31.7pp | 69.2%+20.1pp | 66.0%+23.3pp |
| Annual return | 16.37% | 17.76%-1.4pp | 30.53%-14.2pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,725 | $1,112+55.1% | $2,289-24.7% | $2,654-35.0% |
| Participant deferral / active EE | $6,547 | $2,720+140.7% | $4,084+60.3% | $4,375+49.6% |
| Admin fee / account holder | $71 | $1,098-93.5% | $8,777-99.2% | $834-91.5% |