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 INSURANCE Service code 99 | Other Fees | $20,431 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,446 | $47,977-32.4% | $154,107-78.9% | $56,287-42.4% |
| Participation rate | 50.9% | 66.2%-15.2pp | 83.0%-32.1pp | 69.9%-18.9pp |
| Annual return | -5.29% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $957 | $2,169-55.9% | $5,298-81.9% | $2,111-54.6% |
| Participant deferral / active EE | $1,911 | $2,392-20.1% | $5,081-62.4% | $3,350-43.0% |
| Admin fee / account holder | $280 | $438-36.1% | $13,411-97.9% | $521-46.3% |