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 | $204,819 |
STIFEL NICOLAUS & CO INC10+ years Filed as: STIFEL, NICOLAUS & CO. Service code 99 · EIN 43-0538770 | Other Fees | $63,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,916 | $98,727+73.1% | $113,168+51.0% | $85,563+99.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 12.61% | 17.43%-4.8pp | 24.27%-11.7pp | 31.51%-18.9pp |
| Employer contribution / active EE | $3,919 | $2,907+34.8% | $2,975+31.7% | $2,654+47.7% |
| Participant deferral / active EE | $6,875 | $5,424+26.7% | $5,107+34.6% | $4,375+57.1% |
| Admin fee / account holder | $273 | $357-23.4% | $12,068-97.7% | $834-67.2% |