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 FINANCIAL ADVISORS INC Service code 55 | Other Commissions | $37,638 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $10,720 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,869 |
Filed as: VOYA FINANCIAL PARTNERS, INC. Service code 55 909 LOCUST STREET · DES MOINES, IA 50309 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,050 | $67,606+80.5% | $82,313+48.3% | $70,131+74.0% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 13.71% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,362 | $1,755+34.6% | $2,428-2.7% | $2,342+0.8% |
| Participant deferral / active EE | $5,188 | $2,987+73.7% | $3,706+40.0% | $3,332+55.7% |
| Admin fee / account holder | $54 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |