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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $515 |
CETERA ADVISOR NETWORKS LLC8 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 99 · EIN 84-0858799 | Other Fees | $0 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $0 |
Service code 49 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,416 | $59,097-75.6% | $82,389-82.5% | $74,304-80.6% |
| Participation rate | 38.1% | 52.8%-14.7pp | 69.5%-31.5pp | 60.3%-22.3pp |
| Annual return | 12.55% | 22.85%-10.3pp | 28.67%-16.1pp | 29.43%-16.9pp |
| Employer contribution / active EE | $302 | $1,601-81.1% | $2,517-88.0% | $2,241-86.5% |
| Participant deferral / active EE | $1,211 | $2,775-56.4% | $4,155-70.8% | $3,767-67.8% |
| Admin fee / account holder | $57 | $4,489-98.7% | $7,231-99.2% | $2,969-98.1% |