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 |
|---|---|---|
LPL FINANCIAL9 years Service code 99 · EIN 04-3046611 | Other Fees | $32,038 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,497 |
Service code 49 6323 FLY ROAD · E. SYRACUSE, NY 13057 | Other Services | $5,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,585 | $66,098+3.8% | $101,794-32.6% | $74,304-7.7% |
| Participation rate | 91.0% | 53.8%+37.3pp | 69.2%+21.9pp | 60.3%+30.7pp |
| Annual return | 15.05% | 19.59%-4.5pp | 30.53%-15.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,218 | $1,082+12.6% | $2,289-46.8% | $2,241-45.7% |
| Participant deferral / active EE | $5,106 | $2,781+83.6% | $4,084+25.0% | $3,767+35.5% |
| Admin fee / account holder | $88 | $4,146-97.9% | $8,777-99.0% | $2,969-97.0% |