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 INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $38,350 |
VALIANT RETIRE INC.3 years Service code 15 · EIN 87-1649469 | Recordkeeping | $6,114 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,154 | $50,815+2.6% | $155,509-66.5% | $77,643-32.8% |
| Participation rate | 44.2% | 63.1%-18.9pp | 78.2%-34.0pp | 70.6%-26.4pp |
| Annual return | 12.85% | 34.80%-22.0pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $815 | $1,993-59.1% | $4,672-82.6% | $2,726-70.1% |
| Participant deferral / active EE | $1,169 | $2,822-58.6% | $5,626-79.2% | $4,647-74.9% |
| Admin fee / account holder | $130 | $437-70.2% | $15,912-99.2% | $430-69.8% |