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 5-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 & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $434 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 33 · EIN 51-0116113 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,758 | $82,664-71.3% | $125,339-81.0% | $68,494-65.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.06% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,147 | $3,381+22.6% | $4,814-13.9% | $2,596+59.7% |
| Participant deferral / active EE | $9,522 | $6,110+55.8% | $7,446+27.9% | $4,027+136.4% |
| Admin fee / account holder | $20 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |