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 INS &ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,582 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 71-0294708 | Other Fees | $0 |
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 | $33,892 | $29,548+14.7% | $56,411-39.9% | $77,643-56.3% |
| Participation rate | 59.6% | 32.7%+26.9pp | 52.5%+7.1pp | 70.6%-11.0pp |
| Annual return | 16.32% | 19.01%-2.7pp | 1701.33%-1685.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $655 | $568+15.3% | $1,039-37.0% | $2,726-76.0% |
| Participant deferral / active EE | $1,712 | $1,061+61.4% | $1,952-12.3% | $4,647-63.2% |
| Admin fee / account holder | $36 | $1,046-96.6% | $2,829-98.7% | $430-91.7% |