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 8-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: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Filed as: VOYA REITREMENT INSUR & ANNUITY CO Service code 28 | Investment Management | $0 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,933 | $49,451-5.1% | $79,550-41.0% | $66,914-29.9% |
| Participation rate | 43.9% | 61.3%-17.4pp | 69.5%-25.6pp | 69.8%-25.9pp |
| Annual return | -14.64% | 84.25%-98.9pp | 0.16%-14.8pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,798 | $3,159+51.9% | $3,985+20.4% | $4,237+13.2% |
| Admin fee / account holder | $40 | $595-93.3% | $6,832-99.4% | $593-93.3% |