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: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $22,645 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,075 | $50,982+43.3% | $154,803-52.8% | $85,563-14.6% |
| Participation rate | 89.2% | 59.8%+29.4pp | 78.1%+11.1pp | 66.0%+23.2pp |
| Annual return | 13.51% | 30.35%-16.8pp | 58.88%-45.4pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,330 | $1,708-22.1% | $4,305-69.1% | $2,654-49.9% |
| Participant deferral / active EE | $4,809 | $2,474+94.4% | $5,540-13.2% | $4,375+9.9% |
| Admin fee / account holder | $238 | $846-71.9% | $14,329-98.3% | $834-71.5% |