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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 99 · EIN 13-2638166 | Other Fees | $30,084 |
LATITUDE SERVICE COMPANY INC2 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $7,060 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,910 | $109,881+18.2% | $150,045-13.4% | $84,808+53.2% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 16.81% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,739 | $3,561+33.1% | $4,693+1.0% | $2,631+80.1% |
| Participant deferral / active EE | $6,148 | $6,636-7.4% | $7,997-23.1% | $4,212+46.0% |
| Admin fee / account holder | $33 | $8,568-99.6% | $13,435-99.8% | $7,344-99.5% |