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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $12,900 |
NICHOLAS PENSION CONSULTANTS10+ years Service code 49 · EIN 27-1186851 10933 TRADE CENTER DRIVE · RANCHO CORDOVA, CA 95670 | Other Services | $9,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,538 | $62,624+28.6% | $177,989-54.8% | $77,643+3.7% |
| Participation rate | 32.1% | 66.8%-34.7pp | 77.1%-45.0pp | 70.6%-38.5pp |
| Annual return | 14.58% | 16.16%-1.6pp | 294.48%-279.9pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,963 | $1,909+2.8% | $3,949-50.3% | $2,726-28.0% |
| Participant deferral / active EE | $3,782 | $4,219-10.4% | $6,276-39.7% | $4,647-18.6% |
| Admin fee / account holder | $47 | $386-87.8% | $10,363-99.5% | $430-89.1% |