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 27 909 LOCUST ST · DES MOINES, IA 50309 | Advisory (Plan) | $85,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $306,331 | $70,667+333.5% | $123,104+148.8% | $52,331+485.4% |
| Participation rate | 97.4% | 83.7%+13.7pp | 86.8%+10.7pp | 68.1%+29.3pp |
| Annual return | -0.86% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $12,909 | $2,946+338.2% | $5,151+150.6% | $1,882+586.0% |
| Participant deferral / active EE | $11,837 | $4,493+163.5% | $6,230+90.0% | $3,022+291.7% |
| Admin fee / account holder | $310 | $506-38.8% | $9,015-96.6% | $592-47.6% |