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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0448491 | Advisory (Participants) | $11,133 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST · CHICAGO, IL 60602 | Other Services | $9,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,247 | $66,457+67.4% | $81,382+36.7% | $77,643+43.3% |
| Participation rate | 53.4% | 68.7%-15.3pp | 69.5%-16.0pp | 70.6%-17.1pp |
| Annual return | 12.72% | 15.93%-3.2pp | 24.73%-12.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,145 | $2,159-0.7% | $2,463-12.9% | $2,726-21.3% |
| Participant deferral / active EE | $4,375 | $3,679+18.9% | $3,883+12.7% | $4,647-5.9% |
| Admin fee / account holder | $101 | $583-82.6% | $5,768-98.2% | $430-76.4% |