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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $12,036 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $8,324 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $16,814 | $47,977-65.0% | $154,107-89.1% | $56,287-70.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 4.92% | 3.54%+1.4pp | 735.12%-730.2pp | -9.96%+14.9pp |
| Employer contribution / active EE | $1,015 | $2,169-53.2% | $5,298-80.8% | $2,111-51.9% |
| Participant deferral / active EE | $959 | $2,392-59.9% | $5,081-81.1% | $3,350-71.4% |
| Admin fee / account holder | $64 | $438-85.3% | $13,411-99.5% | $521-87.6% |