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 AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,195 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,326 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 450 S ORANGE AVE · ORLANDO, FL 32801 | Accounting | $10,874 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 54-1879300 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $7,329 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 | Other Services | $7,265 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 52 · EIN 35-2552359 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN, TX 78735 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,336 | $56,114+358.6% | $96,139+167.7% | $85,850+199.8% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 15.51% | 42.30%-26.8pp | 191.94%-176.4pp | 318.53%-303.0pp |
| Employer contribution / active EE | $26,749 | $1,620+1551.5% | $2,797+856.4% | $2,565+942.8% |
| Participant deferral / active EE | $15,733 | $2,859+450.2% | $4,349+261.8% | $3,952+298.1% |
| Admin fee / account holder | $234 | $3,768-93.8% | $5,537-95.8% | $6,260-96.3% |