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 INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $50,323 |
Service code 16 · EIN 39-1897480 | Consulting | $33,695 |
Service code 52 | Indirect Investment Fees | $7,879 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $428 |
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 | $54,467 | $56,095-2.9% | $178,490-69.5% | $90,288-39.7% |
| Participation rate | 92.0% | 65.6%+26.5pp | 81.9%+10.1pp | 73.4%+18.7pp |
| Annual return | 14.49% | 28.81%-14.3pp | 151.07%-136.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $4,357 | $2,669+63.3% | $5,202-16.2% | $4,232+2.9% |
| Admin fee / account holder | $62 | $101-38.6% | $13,984-99.6% | $114-45.9% |