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 | $36,869 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $10,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,225 |
Filed as: VOYA FINANCIAL PARTNERS, INC. Service code 55 699 WALNUT ST, STE 1350 · DES MOINES, IA 50309 | Other Commissions | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $113,189 | $72,492+56.1% | $87,100+30.0% | $72,985+55.1% |
| Participation rate | 84.7% | 72.8%+11.9pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 20.93% | 24.46%-3.5pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,450 | $1,894+29.3% | $2,521-2.8% | $2,440+0.4% |
| Participant deferral / active EE | $4,417 | $3,270+35.1% | $4,049+9.1% | $3,607+22.4% |
| Admin fee / account holder | $21 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |