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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $73,358 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $23,605 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $21,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,807 | $102,317+17.1% | $146,958-18.5% | $80,856+48.2% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.2%+13.4pp | 67.6%+28.0pp |
| Annual return | 15.32% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,525 | $3,713-32.0% | $4,933-48.8% | $2,755-8.3% |
| Participant deferral / active EE | $15,518 | $6,644+133.6% | $8,070+92.3% | $4,296+261.2% |
| Admin fee / account holder | $274 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |