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 | $8,949 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,070 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $7,070 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,352 | $57,281+110.1% | $86,612+39.0% | $75,163+60.1% |
| Participation rate | 71.6% | 63.2%+8.4pp | 71.7%-0.1pp | 67.2%+4.4pp |
| Annual return | 17.50% | 2670.75%-2653.2pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $8,321 | $2,314+259.5% | $3,022+175.3% | $2,670+211.7% |
| Participant deferral / active EE | $6,869 | $3,318+107.1% | $4,438+54.8% | $4,125+66.5% |
| Admin fee / account holder | $20 | $4,112-99.5% | $5,614-99.6% | $5,651-99.7% |