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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $16,678 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14,616 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,035 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,972 | $106,110-39.7% | $147,005-56.5% | $77,671-17.6% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.0pp |
| Annual return | 14.77% | 56.77%-42.0pp | 418.76%-404.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,830 | $4,065-55.0% | $4,934-62.9% | $2,726-32.9% |
| Participant deferral / active EE | $8,264 | $7,992+3.4% | $8,070+2.4% | $4,648+77.8% |
| Admin fee / account holder | $57 | $338-83.0% | $13,006-99.6% | $430-86.7% |