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) | $95,605 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $53,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,322 |
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 | $476,773 | $136,307+249.8% | $177,821+168.1% | $73,488+548.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 15.13% | 18.68%-3.6pp | 48.32%-33.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $11,255 | $3,712+203.2% | $5,918+90.2% | $2,270+395.8% |
| Participant deferral / active EE | $15,042 | $5,829+158.1% | $7,714+95.0% | $3,740+302.3% |
| Admin fee / account holder | $282 | $596-52.7% | $12,427-97.7% | $513-45.1% |