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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,218 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,802 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY C0 Service code 26 | Advisory (Participants) | $1,665 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 87-3868487 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $1,600 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 25 | Directed Trustee | $517 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,791 | $86,929-72.6% | $102,423-76.8% | $80,856-70.6% |
| Participation rate | 91.6% | 72.4%+19.2pp | 76.5%+15.1pp | 67.6%+23.9pp |
| Annual return | 13.63% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,139 | $2,369-9.7% | $3,023-29.3% | $2,755-22.4% |
| Participant deferral / active EE | $5,300 | $4,118+28.7% | $5,053+4.9% | $4,296+23.4% |
| Admin fee / account holder | $31 | $8,049-99.6% | $9,451-99.7% | $6,918-99.5% |