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 | $56,047+86.7% | $98,716+6.0% | $79,634+31.4% |
| Participation rate | 89.2% | 54.6%+34.6pp | 69.3%+20.0pp | 62.5%+26.8pp |
| Annual return | 16.37% | 17.58%-1.2pp | 31.81%-15.4pp | 36.46%-20.1pp |
| Employer contribution / active EE | $1,725 | $1,237+39.4% | $2,279-24.3% | $2,529-31.8% |
| Participant deferral / active EE | $6,547 | $2,469+165.2% | $4,048+61.8% | $3,835+70.7% |
| Admin fee / account holder | $71 | $1,512-95.3% | $8,703-99.2% | $1,002-92.9% |