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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 99 · EIN 23-3570392 | Other Fees | $10,364 |
Filed as: VOYA RETIREMENT INSURNACE AND ANNUI Service code 27 | Advisory (Plan) | $3,121 |
Service code 49 | Other Services | $2,872 |
Service code 49 · EIN 13-3180178 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI 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 | $51,230 | $79,171-35.3% | $102,423-50.0% | $74,495-31.2% |
| Participation rate | 81.0% | 74.8%+6.2pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 14.09% | 54.93%-40.8pp | 29.32%-15.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,130 | $2,362-9.8% | $3,023-29.5% | $2,623-18.8% |
| Participant deferral / active EE | $5,860 | $4,415+32.7% | $5,053+16.0% | $4,346+34.9% |
| Admin fee / account holder | $30 | $2,001-98.5% | $9,451-99.7% | $1,942-98.5% |