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 |
|---|---|---|
WHITTLESEY PC1 year Service code 99 · EIN 06-0903326 | Other Fees | $3,246 |
Service code 99 · EIN 47-3675492 | Other Fees | $2,690 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,354 | $80,724-42.6% | $103,333-55.1% | $74,495-37.8% |
| Participation rate | 77.4% | 65.7%+11.8pp | 74.5%+2.9pp | 67.2%+10.2pp |
| Annual return | 11.21% | 27.56%-16.3pp | 24.88%-13.7pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $13,711 | $3,157+334.3% | $3,868+254.5% | $2,623+422.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $112 | $2,368-95.3% | $8,355-98.7% | $1,942-94.3% |