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 8-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 AND ANNUI Service code 27 | Advisory (Plan) | $12,396 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD STE 403 · MELVILLE, NY 11747 | Other Services | $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 | $31,355 | $56,102-44.1% | $101,794-69.2% | $102,872-69.5% |
| Participation rate | 37.1% | 70.4%-33.3pp | 69.2%-32.1pp | 73.0%-35.9pp |
| Annual return | 26.18% | 14.06%+12.1pp | 30.53%-4.3pp | 19.06%+7.1pp |
| Employer contribution / active EE | $1,145 | $1,380-17.1% | $2,289-50.0% | $3,526-67.5% |
| Participant deferral / active EE | $2,180 | $2,801-22.2% | $4,084-46.6% | $5,535-60.6% |
| Admin fee / account holder | $13 | $262-95.2% | $8,777-99.9% | $292-95.7% |