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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 | Other Fees | $117,831 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $43,629 |
WELLS THOMAS, LLC5 years Filed as: WELLS THOMAS LLC Service code 49 · EIN 26-0228640 | Other Services | $38,323 |
MORNINGSTAR11+ years Service code 27 | Advisory (Plan) | $10,904 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,488 | $119,446+82.9% | $150,045+45.6% | $85,563+155.4% |
| Participation rate | 96.7% | 75.4%+21.3pp | 82.3%+14.4pp | 66.0%+30.7pp |
| Annual return | 14.94% | 23.72%-8.8pp | 62.55%-47.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,128 | $4,078-23.3% | $4,693-33.4% | $2,654+17.9% |
| Participant deferral / active EE | $11,650 | $7,985+45.9% | $7,997+45.7% | $4,375+166.3% |
| Admin fee / account holder | $125 | $548-77.1% | $13,435-99.1% | $834-85.0% |