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 INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $52,166 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISOR NETWORKS Service code 55 | Other Commissions | $32,171 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 | Other Services | $12,256 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS NETWORK Service code 10 · EIN 06-1375177 | Accounting | $0 |
Filed as: FREEMAN RETIREMENT PLAN CONSUTLING Service code 49 · EIN 27-0212300 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,245 | $46,292-17.4% | $143,757-73.4% | $64,808-41.0% |
| Participation rate | 84.5% | 64.2%+20.3pp | 80.3%+4.2pp | 71.5%+13.0pp |
| Annual return | -14.68% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $820 | $1,910-57.0% | $4,951-83.4% | $2,506-67.3% |
| Participant deferral / active EE | $4,664 | $2,646+76.3% | $5,637-17.3% | $4,310+8.2% |
| Admin fee / account holder | $82 | $154-46.5% | $14,673-99.4% | $188-56.2% |