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 55 · EIN 41-0945505 | Other Commissions | $10,929 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $3,437 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,385 | $63,299-69.4% | $91,001-78.7% | $62,292-68.9% |
| Participation rate | 81.1% | 73.3%+7.8pp | 75.6%+5.5pp | 69.5%+11.6pp |
| Annual return | 97.71% | 20.99%+76.7pp | 4.60%+93.1pp | 28.90%+68.8pp |
| Employer contribution / active EE | $1,952 | $1,807+8.0% | $2,456-20.5% | $2,042-4.4% |
| Participant deferral / active EE | $3,387 | $2,943+15.1% | $3,547-4.5% | $3,169+6.9% |
| Admin fee / account holder | $14 | $468-97.0% | $5,417-99.7% | $479-97.1% |