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 | $9,036 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $2,904 |
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 | $17,436 | $81,070-78.5% | $86,590-79.9% | - |
| Participation rate | 0.0% | 69.8%-69.8pp | 73.5%-73.5pp | - |
| Annual return | 15.15% | 13.68%+1.5pp | 964.84%-949.7pp | - |
| Employer contribution / active EE | $0 | $2,009-100.0% | $2,839-100.0% | - |
| Participant deferral / active EE | $0 | $3,009-100.0% | $3,609-100.0% | - |
| Admin fee / account holder | $14 | $2,785-99.5% | $4,906-99.7% | - |