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 |
|---|---|---|
Service code 99 · EIN 82-1434504 | Other Fees | $39,763 |
ACTUARIAL BENEFITS CORP2 years Service code 49 · EIN 71-0294708 2790 SKYPARK DRIVE · TORRANCE, CA 90505 | Other Services | $7,409 |
Filed as: VOYA RETIREMENT ADVISORY, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,754 | $100,923-15.0% | $150,045-42.8% | $74,304+15.4% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.3%+15.4pp | 60.3%+37.4pp |
| Annual return | 32.11% | 51.77%-19.7pp | 62.55%-30.4pp | 29.43%+2.7pp |
| Employer contribution / active EE | $8,288 | $3,463+139.3% | $4,693+76.6% | $2,241+269.8% |
| Participant deferral / active EE | $8,919 | $6,709+32.9% | $7,997+11.5% | $3,767+136.7% |
| Admin fee / account holder | $69 | $2,767-97.5% | $13,435-99.5% | $2,969-97.7% |