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 | Recordkeeping fees; Participant loan ... | $23,620 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $10,934 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,704 | $65,061-77.4% | $143,757-89.8% | $66,914-78.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -10.65% | -11.14%+0.5pp | -0.04%-10.6pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,251 | $2,361-47.0% | $4,951-74.7% | $2,544-50.8% |
| Participant deferral / active EE | $1,285 | $2,919-56.0% | $5,637-77.2% | $4,237-69.7% |
| Admin fee / account holder | $110 | $502-78.1% | $14,673-99.3% | $593-81.5% |