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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,430 |
LOREN D. STARK COMPANY1 year Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $10,554 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,021 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,021 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 99 · EIN 82-3719843 | Other Fees | $1,008 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,312 | $122,239+9.1% | $184,203-27.6% | $74,495+79.0% |
| Participation rate | 97.3% | 85.5%+11.8pp | 86.8%+10.4pp | 67.2%+30.1pp |
| Annual return | 19.63% | 19.95%-0.3pp | 28.81%-9.2pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $7,239 | $4,537+59.5% | $6,427+12.6% | $2,623+176.0% |
| Participant deferral / active EE | $10,967 | $7,139+53.6% | $9,131+20.1% | $4,346+152.4% |
| Admin fee / account holder | $179 | $1,260-85.8% | $13,901-98.7% | $1,942-90.8% |