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 | $56,680 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISOR NETWORKS Service code 55 | Other Commissions | $33,458 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 | Other Services | $12,638 |
CETERA ADVISOR NETWORKS LLC6 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 | $51,526 | $47,126+9.3% | $149,673-65.6% | $74,419-30.8% |
| Participation rate | 88.2% | 63.4%+24.8pp | 78.8%+9.4pp | 70.7%+17.4pp |
| Annual return | 15.00% | 22.75%-7.8pp | 134.42%-119.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,415 | $1,905-25.7% | $4,818-70.6% | $2,637-46.3% |
| Participant deferral / active EE | $4,996 | $2,728+83.2% | $5,680-12.0% | $4,528+10.3% |
| Admin fee / account holder | $105 | $343-69.3% | $13,210-99.2% | $348-69.7% |