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 64 · EIN 71-0294708 | Recordkeeping Fees | $71,934 |
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $37,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,619 | $79,013-11.9% | $100,391-30.7% | $74,495-6.5% |
| Participation rate | 98.7% | 79.5%+19.3pp | 81.5%+17.3pp | 67.2%+31.5pp |
| Annual return | 14.37% | 20.41%-6.0pp | 49.20%-34.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $4,424 | $3,021+46.4% | $3,942+12.2% | $2,623+68.7% |
| Participant deferral / active EE | $11,965 | $7,760+54.2% | $8,082+48.1% | $4,346+175.3% |
| Admin fee / account holder | $254 | $1,320-80.7% | $7,899-96.8% | $1,942-86.9% |