See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,706 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 · EIN 41-0945505 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,344 | $63,299-18.9% | $91,001-43.6% | $62,292-17.6% |
| Participation rate | 67.2% | 73.3%-6.1pp | 75.6%-8.4pp | 69.5%-2.3pp |
| Annual return | 20.70% | 20.99%-0.3pp | 4.60%+16.1pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,783 | $1,807-1.3% | $2,456-27.4% | $2,042-12.7% |
| Participant deferral / active EE | $3,047 | $2,943+3.5% | $3,547-14.1% | $3,169-3.9% |
| Admin fee / account holder | $14 | $468-96.9% | $5,417-99.7% | $479-97.0% |