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 |
|---|---|---|
KERBERROSE WEALTH MANAGEMENT4 years Service code 99 · EIN 30-0793896 | Other Fees | $12,961 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $626 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,443 | $56,053+9.6% | $75,972-19.1% | $80,856-24.0% |
| Participation rate | 83.2% | 62.0%+21.1pp | 69.1%+14.1pp | 67.6%+15.5pp |
| Annual return | 14.66% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,573 | $1,874-16.0% | $2,685-41.4% | $2,755-42.9% |
| Participant deferral / active EE | $3,306 | $3,052+8.3% | $4,255-22.3% | $4,296-23.0% |
| Admin fee / account holder | $42 | $5,234-99.2% | $6,467-99.4% | $6,918-99.4% |