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 | $58,047 |
Service code 16 · EIN 39-1897480 | Consulting | $39,172 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $10,280 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,061 | $45,000+6.8% | $143,757-66.6% | $77,904-38.3% |
| Participation rate | 93.9% | 66.8%+27.1pp | 80.3%+13.6pp | 73.7%+20.2pp |
| Annual return | -13.96% | 29.03%-43.0pp | -0.04%-13.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $5 | $1,870-99.7% | $4,951-99.9% | $2,848-99.8% |
| Participant deferral / active EE | $4,607 | $3,157+46.0% | $5,637-18.3% | $4,806-4.1% |
| Admin fee / account holder | $69 | $98-30.2% | $14,673-99.5% | $133-48.2% |