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 | $20,895 |
DA DAVIDSON & CO3 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,103 | $52,953-37.5% | $172,739-80.8% | $65,185-49.2% |
| Participation rate | 50.9% | 66.2%-15.3pp | 82.6%-31.8pp | 70.2%-19.3pp |
| Annual return | 23.68% | 30.12%-6.4pp | 802.84%-779.2pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,025 | $2,190-53.2% | $5,143-80.1% | $2,177-52.9% |
| Participant deferral / active EE | $2,037 | $2,471-17.6% | $5,198-60.8% | $3,514-42.0% |
| Admin fee / account holder | $258 | $472-45.4% | $13,954-98.2% | $847-69.6% |