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 | $61,600 |
Service code 16 · EIN 39-1897480 | Consulting | $40,896 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $13,563 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,159 | $50,127+14.0% | $149,673-61.8% | $80,160-28.7% |
| Participation rate | 93.8% | 64.3%+29.5pp | 78.8%+15.0pp | 72.9%+20.9pp |
| Annual return | 16.88% | 29.82%-12.9pp | 134.42%-117.5pp | 40.38%-23.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,902 | $3,194+53.5% | $5,680-13.7% | $5,017-2.3% |
| Admin fee / account holder | $75 | $153-51.1% | $13,210-99.4% | $145-48.5% |