Filed January 7, 2026
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 10-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 INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $78,240 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC Service code 99 · EIN 91-0850651 | Other Fees | $49,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,121 | $56,485-36.1% | $185,823-80.6% | $86,799-58.4% |
| Participation rate | 51.0% | 65.5%-14.5pp | 81.7%-30.7pp | 72.3%-21.3pp |
| Annual return | 25.23% | 118.04%-92.8pp | 122.05%-96.8pp | 97.91%-72.7pp |
| Employer contribution / active EE | $1,219 | $1,843-33.8% | $5,167-76.4% | $2,405-49.3% |
| Participant deferral / active EE | $2,960 | $2,553+16.0% | $5,568-46.8% | $4,131-28.3% |
| Admin fee / account holder | $213 | $150+42.1% | $16,237-98.7% | $170+25.4% |