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: RETIREMENT PLANNERS Service code 49 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $9,730 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,874 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $6,874 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,337 | $54,350+82.8% | $82,719+20.1% | $68,494+45.0% |
| Participation rate | 83.6% | 63.9%+19.7pp | 72.6%+11.1pp | 67.9%+15.7pp |
| Annual return | -15.25% | -13.67%-1.6pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $9,554 | $2,218+330.7% | $3,009+217.5% | $2,596+268.0% |
| Participant deferral / active EE | $7,492 | $3,246+130.8% | $4,395+70.5% | $4,027+86.0% |
| Admin fee / account holder | $24 | $4,395-99.5% | $5,329-99.6% | $5,403-99.6% |