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: KESTRA INVESTMENT SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $18,491 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,115 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,225 | $78,485-28.4% | $106,213-47.1% | $74,495-24.5% |
| Participation rate | 96.7% | 72.8%+23.9pp | 75.3%+21.4pp | 67.2%+29.5pp |
| Annual return | 16.94% | 15.95%+1.0pp | 116.14%-99.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,368 | $2,523-45.8% | $3,171-56.9% | $2,623-47.8% |
| Participant deferral / active EE | $4,342 | $4,322+0.4% | $5,016-13.4% | $4,346-0.1% |
| Admin fee / account holder | $65 | $2,232-97.1% | $11,033-99.4% | $1,942-96.6% |