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 55 909 LOCUST ST · DES MOINES, IA 50309 | Other Commissions | $12,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,747 | $56,629-21.0% | $77,999-42.6% | $55,167-18.9% |
| Participation rate | 61.0% | 73.3%-12.3pp | 75.5%-14.5pp | 69.0%-8.0pp |
| Annual return | 8.56% | 2866.98%-2858.4pp | 425.96%-417.4pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,546 | $1,723-10.3% | $2,470-37.4% | $1,963-21.2% |
| Participant deferral / active EE | $2,518 | $2,777-9.3% | $3,497-28.0% | $3,054-17.6% |
| Admin fee / account holder | $15 | $467-96.8% | $5,480-99.7% | $504-97.1% |