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 9-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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 | Other Fees | $14,933 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,835 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,642 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH , INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,277 | $79,171-31.4% | $102,423-47.0% | $74,495-27.1% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 13.77% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $4,076 | $2,362+72.5% | $3,023+34.8% | $2,623+55.4% |
| Participant deferral / active EE | $5,560 | $4,415+25.9% | $5,053+10.0% | $4,346+27.9% |
| Admin fee / account holder | $71 | $2,001-96.5% | $9,451-99.3% | $1,942-96.4% |