See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS INC Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $9,015 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,242 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,494 | $60,545-69.5% | $92,233-79.9% | $69,631-73.4% |
| Participation rate | 34.5% | 72.2%-37.7pp | 76.5%-42.0pp | 70.7%-36.2pp |
| Annual return | 12.79% | 19.71%-6.9pp | 176.28%-163.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $555 | $2,633-78.9% | $3,679-84.9% | $2,032-72.7% |
| Participant deferral / active EE | $1,300 | $2,828-54.0% | $3,897-66.6% | $3,224-59.7% |
| Admin fee / account holder | $67 | $145-54.0% | $5,194-98.7% | $110-39.7% |