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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $160,534 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $115,036 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,169 |
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).
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 | $79,795 | $127,481-37.4% | $149,696-46.7% | $90,288-11.6% |
| Participation rate | 59.0% | 78.2%-19.3pp | 82.5%-23.5pp | 73.4%-14.4pp |
| Annual return | 25.95% | 57.78%-31.8pp | 276.60%-250.7pp | 53.97%-28.0pp |
| Employer contribution / active EE | $2,463 | $3,448-28.6% | $4,644-47.0% | $2,524-2.4% |
| Participant deferral / active EE | $5,213 | $6,975-25.3% | $6,842-23.8% | $4,232+23.2% |
| Admin fee / account holder | $247 | $152+62.6% | $9,309-97.4% | $114+116.3% |