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 & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,602 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $2,700 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,254 | $101,317-50.4% | $146,958-65.8% | $74,495-32.5% |
| Participation rate | 70.3% | 75.5%-5.3pp | 82.2%-11.9pp | 67.2%+3.1pp |
| Annual return | 14.14% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,801 | $3,810-26.5% | $4,933-43.2% | $2,623+6.8% |
| Participant deferral / active EE | $5,366 | $7,303-26.5% | $8,070-33.5% | $4,346+23.5% |
| Admin fee / account holder | $36 | $1,739-97.9% | $12,998-99.7% | $1,942-98.1% |