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 · EIN 41-0945505 | Advisory (Plan) | $95,824 |
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $53,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,336 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $334,486 | $79,523+320.6% | $140,016+138.9% | $56,287+494.3% |
| Participation rate | 96.1% | 85.7%+10.4pp | 87.5%+8.6pp | 69.9%+26.3pp |
| Annual return | -6.36% | 2.39%-8.7pp | 651.12%-657.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $9,761 | $3,350+191.4% | $5,606+74.1% | $2,111+362.4% |
| Participant deferral / active EE | $13,758 | $5,129+168.3% | $6,927+98.6% | $3,350+310.7% |
| Admin fee / account holder | $291 | $614-52.6% | $10,705-97.3% | $521-44.1% |