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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,979 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $4,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,174 | $102,553-42.3% | $151,611-61.0% | $66,914-11.6% |
| Participation rate | 91.7% | 85.5%+6.2pp | 87.5%+4.2pp | 69.8%+21.9pp |
| Annual return | -13.58% | -10.82%-2.8pp | 3.33%-16.9pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,995 | $4,180-28.4% | $6,166-51.4% | $2,544+17.7% |
| Participant deferral / active EE | $9,042 | $6,641+36.2% | $8,363+8.1% | $4,237+113.4% |
| Admin fee / account holder | $214 | $630-66.1% | $11,616-98.2% | $593-64.0% |