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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $37,947 |
Filed as: CONCIERGE RETIREMENT SERVICES INC Service code 49 7 RYE RIDGE PLZ #404 · RYE BROOK, NY 10573 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,438 | $89,436-20.1% | $164,813-56.7% | $77,643-8.0% |
| Participation rate | 74.8% | 78.6%-3.8pp | 78.6%-3.8pp | 70.6%+4.3pp |
| Annual return | 18.55% | 28.83%-10.3pp | 69.93%-51.4pp | 31.24%-12.7pp |
| Employer contribution / active EE | $3,177 | $2,569+23.7% | $4,341-26.8% | $2,726+16.6% |
| Participant deferral / active EE | $6,730 | $4,897+37.4% | $6,031+11.6% | $4,647+44.8% |
| Admin fee / account holder | $152 | $339-55.1% | $12,690-98.8% | $430-64.6% |