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 | $32,264 |
ADP BROKER-DEALER6+ 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 | $2,000 |
Filed as: VOYA FINANCIAL PARTNERS, INC. Service code 55 699 WALNUT ST, STE 1350 · 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 | $123,402 | $78,422+57.4% | $95,952+28.6% | $79,858+54.5% |
| Participation rate | 81.7% | 73.5%+8.2pp | 77.1%+4.6pp | 69.6%+12.1pp |
| Annual return | 15.23% | 19.37%-4.1pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,655 | $1,945-14.9% | $2,541-34.9% | $2,471-33.0% |
| Participant deferral / active EE | $3,789 | $3,440+10.2% | $4,167-9.1% | $3,740+1.3% |
| Admin fee / account holder | $19 | $5,622-99.7% | $6,795-99.7% | $5,306-99.6% |