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) | $141,575 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $78,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,511 | $89,436+60.5% | $164,813-12.9% | $77,643+84.8% |
| Participation rate | 96.3% | 78.6%+17.7pp | 78.6%+17.7pp | 70.6%+25.8pp |
| Annual return | 13.71% | 28.83%-15.1pp | 69.93%-56.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,924 | $2,569+13.8% | $4,341-32.6% | $2,726+7.3% |
| Participant deferral / active EE | $9,568 | $4,897+95.4% | $6,031+58.6% | $4,647+105.9% |
| Admin fee / account holder | $228 | $339-33.0% | $12,690-98.2% | $430-47.1% |