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 INSTITUTIONAL PLAN SERVICES Service code 27 · EIN 04-3516284 | Advisory (Plan) | $760,987 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $96,314 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $71,260 |
MERCER2 years Filed as: MERCER INVESTMENT MGMT Service code 16 · EIN 30-0282430 | Consulting | $17,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,760 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,489 | $48,464-12.3% | $90,951-53.3% | $106,222-60.0% |
| Participation rate | 13.1% | 53.1%-40.0pp | 69.0%-55.9pp | 70.8%-57.7pp |
| Annual return | 12.86% | 16.72%-3.9pp | 134.60%-121.7pp | 21.69%-8.8pp |
| Employer contribution / active EE | $91 | $939-90.3% | $2,122-95.7% | $2,723-96.7% |
| Participant deferral / active EE | $278 | $1,510-81.6% | $3,373-91.8% | $4,600-94.0% |
| Admin fee / account holder | $78 | $58+35.3% | $5,959-98.7% | $78+0.1% |