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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $223,688 |
STIFEL NICOLAUS & CO INC9+ years Filed as: STIFEL, NICOLAUS & CO. Service code 99 · EIN 43-0538770 | Other Fees | $68,250 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 | Recordkeeping Fees | $1,071 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,961 | $88,890+72.1% | $102,423+49.3% | $77,643+97.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 12.65% | 24.98%-12.3pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $3,714 | $2,698+37.7% | $3,023+22.9% | $2,726+36.3% |
| Participant deferral / active EE | $6,407 | $5,145+24.5% | $5,053+26.8% | $4,647+37.9% |
| Admin fee / account holder | $290 | $235+23.0% | $9,451-96.9% | $430-32.7% |