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 FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $8,736 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $3,153 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $16,436 | $41,854-60.7% | $73,843-77.7% | $52,331-68.6% |
| Participation rate | 41.2% | 66.2%-25.1pp | 73.4%-32.3pp | 68.1%-26.9pp |
| Annual return | -1.17% | 2.11%-3.3pp | 2267.84%-2269.0pp | 4.54%-5.7pp |
| Employer contribution / active EE | $434 | $1,920-77.4% | $2,787-84.4% | $1,882-77.0% |
| Participant deferral / active EE | $608 | $2,498-75.7% | $3,583-83.0% | $3,022-79.9% |
| Admin fee / account holder | $16 | $493-96.8% | $4,880-99.7% | $592-97.3% |