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 ADVISORS,LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $113,334 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $52,487 |
PASI, LLC8 years Service code 99 · EIN 26-1407927 | Other Fees | $13,234 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,186 | $50,982+98.5% | $154,803-34.6% | $85,563+18.3% |
| Participation rate | 94.5% | 59.8%+34.7pp | 78.1%+16.4pp | 66.0%+28.6pp |
| Annual return | 16.00% | 30.35%-14.4pp | 58.88%-42.9pp | 31.51%-15.5pp |
| Employer contribution / active EE | $5,302 | $1,708+210.4% | $4,305+23.1% | $2,654+99.8% |
| Participant deferral / active EE | $6,154 | $2,474+148.7% | $5,540+11.1% | $4,375+40.6% |
| Admin fee / account holder | $176 | $846-79.2% | $14,329-98.8% | $834-78.9% |