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 | $33,717 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,754 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,019 | $95,918-57.2% | $151,611-72.9% | $77,904-47.3% |
| Participation rate | 72.2% | 88.7%-16.6pp | 87.5%-15.3pp | 73.7%-1.5pp |
| Annual return | -11.50% | -5.50%-6.0pp | 3.33%-14.8pp | 12.21%-23.7pp |
| Employer contribution / active EE | $3,626 | $4,330-16.3% | $6,166-41.2% | $2,848+27.3% |
| Participant deferral / active EE | $7,067 | $7,508-5.9% | $8,363-15.5% | $4,806+47.0% |
| Admin fee / account holder | $16 | $93-83.3% | $11,616-99.9% | $133-88.3% |