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 RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 35-1542819 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,452 | $70,667-61.2% | $123,104-77.7% | $52,331-47.5% |
| Participation rate | 74.4% | 83.7%-9.3pp | 86.8%-12.4pp | 68.1%+6.3pp |
| Annual return | 0.71% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,390 | $2,946-52.8% | $5,151-73.0% | $1,882-26.1% |
| Participant deferral / active EE | $3,803 | $4,493-15.3% | $6,230-38.9% | $3,022+25.9% |
| Admin fee / account holder | $32 | $506-93.6% | $9,015-99.6% | $592-94.6% |