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 49 · EIN 16-1316349 | Other Services | $70,479 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,750 |
MMA SECURITIES LLC1 year Service code 99 · EIN 22-3570392 | Other Fees | $15,188 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,976 | $122,693-46.2% | $184,203-64.2% | $199,593-66.9% |
| Participation rate | 84.3% | 86.8%-2.5pp | 86.8%-2.6pp | 72.0%+12.3pp |
| Annual return | 15.86% | 143.91%-128.1pp | 28.81%-13.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,642 | $4,584-42.4% | $6,427-58.9% | $3,034-12.9% |
| Participant deferral / active EE | $8,662 | $7,990+8.4% | $9,131-5.1% | $5,087+70.3% |
| Admin fee / account holder | $33 | $121-72.3% | $13,901-99.8% | $269-87.6% |