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 |
|---|---|---|
FLAGEL HUBER FLAGEL4 years Service code 99 · EIN 11-1000111 | Other Fees | $15,188 |
LATITUDE SERVICE COMPANY INC2 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $14,541 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,376 | $84,487+43.7% | $125,339-3.2% | $66,914+81.4% |
| Participation rate | 94.9% | 76.4%+18.5pp | 82.4%+12.5pp | 69.8%+25.1pp |
| Annual return | -16.26% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,334 | $3,553-6.1% | $4,814-30.7% | $2,544+31.1% |
| Participant deferral / active EE | $13,338 | $6,781+96.7% | $7,446+79.1% | $4,237+214.8% |
| Admin fee / account holder | $122 | $685-82.2% | $10,010-98.8% | $593-79.5% |