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 7-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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,648 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 99 · EIN 93-0987232 | Other Fees | $0 |
THE ALLOCATION COMPANY2 years Service code 49 · EIN 76-0354750 | Other Services | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,266 | $88,634-42.2% | $101,326-49.4% | $74,304-31.0% |
| Participation rate | 95.2% | 76.9%+18.4pp | 81.5%+13.7pp | 60.3%+34.9pp |
| Annual return | 21.18% | 33.10%-11.9pp | 36.82%-15.6pp | 29.43%-8.3pp |
| Employer contribution / active EE | $4,295 | $2,930+46.6% | $3,665+17.2% | $2,241+91.6% |
| Participant deferral / active EE | $9,820 | $7,322+34.1% | $7,994+22.8% | $3,767+160.7% |
| Admin fee / account holder | $51 | $2,425-97.9% | $11,185-99.5% | $2,969-98.3% |