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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $220,437 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $40,839 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,308 |
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 | $114,920 | $58,778+95.5% | $129,207-11.1% | $77,643+48.0% |
| Participation rate | 89.5% | 59.2%+30.2pp | 69.6%+19.8pp | 70.6%+18.9pp |
| Annual return | 16.19% | 24.73%-8.5pp | 9417.33%-9401.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $10,142 | $1,952+419.5% | $4,153+144.2% | $2,726+272.1% |
| Participant deferral / active EE | $8,189 | $3,212+154.9% | $4,168+96.5% | $4,647+76.2% |
| Admin fee / account holder | $57 | $589-90.3% | $7,715-99.3% | $430-86.6% |