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 | Investment management; Claims process... | $12,341 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $8,651 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $17,497 | $52,953-67.0% | $172,739-89.9% | $65,185-73.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 2.96% | 30.12%-27.2pp | 802.84%-799.9pp | 29.38%-26.4pp |
| Employer contribution / active EE | $950 | $2,190-56.6% | $5,143-81.5% | $2,177-56.3% |
| Participant deferral / active EE | $915 | $2,471-63.0% | $5,198-82.4% | $3,514-74.0% |
| Admin fee / account holder | $65 | $472-86.3% | $13,954-99.5% | $847-92.4% |