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 4-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 |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $132,127 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,262 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,972 | $49,915+210.5% | $154,803+0.1% | $74,304+108.6% |
| Participation rate | 98.9% | 54.0%+44.9pp | 78.1%+20.8pp | 60.3%+38.5pp |
| Annual return | 12.93% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $4,812 | $1,611+198.7% | $4,305+11.8% | $2,241+114.7% |
| Participant deferral / active EE | $4,517 | $2,255+100.3% | $5,540-18.5% | $3,767+19.9% |
| Admin fee / account holder | $557 | $2,189-74.5% | $14,329-96.1% | $2,969-81.2% |