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 64 · EIN 71-0294708 | Recordkeeping Fees | $489,358 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $23,964 |
MBG RETIREMENT6 years Filed as: MBG RETIREMENT INC. Service code 99 · EIN 76-0392127 | Other Fees | $19,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,921 | $2,679,533-98.1% | $164,813-69.7% | $199,593-75.0% |
| Participation rate | 92.4% | 78.3%+14.1pp | 78.6%+13.8pp | 72.0%+20.4pp |
| Annual return | 13.73% | 17.93%-4.2pp | 69.93%-56.2pp | 34.25%-20.5pp |
| Employer contribution / active EE | $1,880 | $2,970-36.7% | $4,341-56.7% | $3,034-38.0% |
| Participant deferral / active EE | $5,729 | $5,010+14.4% | $6,031-5.0% | $5,087+12.6% |
| Admin fee / account holder | $135 | $1,982-93.2% | $12,690-98.9% | $269-49.7% |