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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $13,393 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 | Other Services | $1,846 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $571 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,122 | $65,061-64.5% | $143,757-83.9% | $66,914-65.4% |
| Participation rate | 94.3% | 65.2%+29.2pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -13.60% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,033 | $2,361-56.3% | $4,951-79.1% | $2,544-59.4% |
| Participant deferral / active EE | $1,124 | $2,919-61.5% | $5,637-80.1% | $4,237-73.5% |
| Admin fee / account holder | $10 | $502-98.1% | $14,673-99.9% | $593-98.4% |