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 9-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 55 909 LOCUST STREET · DES MOINES, IA 50309 | Other Commissions | $32,862 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,820 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,055 | $75,388-80.0% | $123,544-87.8% | $55,725-73.0% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.3%+13.9pp | 70.9%+25.3pp |
| Annual return | -4.19% | 4.48%-8.7pp | 119.20%-123.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,171 | $3,063-61.8% | $4,628-74.7% | $2,078-43.6% |
| Participant deferral / active EE | $1,743 | $5,651-69.2% | $6,426-72.9% | $3,356-48.1% |
| Admin fee / account holder | $6 | $120-95.0% | $9,284-99.9% | $115-94.8% |