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 FINANCIAL6 years Service code 99 · EIN 04-3046611 | Other Fees | $28,988 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,564 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,398 | $49,451+24.2% | $79,550-22.8% | $66,914-8.2% |
| Participation rate | 75.0% | 61.3%+13.7pp | 69.5%+5.5pp | 69.8%+5.2pp |
| Annual return | -14.52% | 84.25%-98.8pp | 0.16%-14.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $901 | $1,266-28.8% | $2,413-62.7% | $2,544-64.6% |
| Participant deferral / active EE | $3,752 | $3,159+18.8% | $3,985-5.8% | $4,237-11.4% |
| Admin fee / account holder | $93 | $595-84.3% | $6,832-98.6% | $593-84.3% |