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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $16,405 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 37 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Loan Processing | $12,800 |
CETERA ADVISOR NETWORKS LLC3 years Service code 22 · EIN 95-3845382 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,245 | $50,815-58.2% | $155,509-86.3% | $77,643-72.6% |
| Participation rate | 89.8% | 63.1%+26.7pp | 78.2%+11.6pp | 70.6%+19.3pp |
| Annual return | 12.81% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,031 | $1,993-48.3% | $4,672-77.9% | $2,726-62.2% |
| Participant deferral / active EE | $2,607 | $2,822-7.6% | $5,626-53.7% | $4,647-43.9% |
| Admin fee / account holder | $46 | $437-89.5% | $15,912-99.7% | $430-89.3% |