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) | $55,105 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $19,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,302 | $131,799+62.6% | $200,582+6.8% | $85,563+150.5% |
| Participation rate | 99.4% | 87.9%+11.5pp | 86.9%+12.5pp | 66.0%+33.4pp |
| Annual return | 17.43% | 21.59%-4.2pp | 42.33%-24.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $9,415 | $4,532+107.8% | $6,419+46.7% | $2,654+254.8% |
| Participant deferral / active EE | $10,697 | $7,702+38.9% | $9,331+14.6% | $4,375+144.5% |
| Admin fee / account holder | $114 | $235-51.7% | $16,305-99.3% | $834-86.4% |