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) | $16,822 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,148 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,127 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,229 | $100,923-24.5% | $150,045-49.2% | $74,304+2.6% |
| Participation rate | 94.3% | 70.1%+24.3pp | 82.3%+12.0pp | 60.3%+34.0pp |
| Annual return | 17.01% | 51.77%-34.8pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,645 | $3,463-52.5% | $4,693-64.9% | $2,241-26.6% |
| Participant deferral / active EE | $8,869 | $6,709+32.2% | $7,997+10.9% | $3,767+135.4% |
| Admin fee / account holder | $46 | $2,767-98.3% | $13,435-99.7% | $2,969-98.4% |