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 7-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 |
|---|---|---|
Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,042 | $64,612-76.7% | $86,436-82.6% | $64,808-76.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.52% | 0.66%-16.2pp | 4394.89%-4410.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,763 | $2,744+0.7% | $3,769-26.7% | $2,506+10.3% |
| Participant deferral / active EE | $6,010 | $7,497-19.8% | $6,952-13.5% | $4,310+39.4% |
| Admin fee / account holder | $31 | $169-81.7% | $6,731-99.5% | $188-83.5% |