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 | $88,353 |
WELLS THOMAS, LLC3 years Filed as: WELLS THOMAS LLC Service code 49 · EIN 26-0228640 | Other Services | $28,625 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,564 |
MORNINGSTAR9+ years Service code 27 | Advisory (Plan) | $9,610 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,942 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,192 | $95,274+67.1% | $135,903+17.1% | $74,419+113.9% |
| Participation rate | 97.2% | 78.2%+19.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 18.96% | 32.77%-13.8pp | 68.23%-49.3pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,858 | $3,874-26.2% | $4,856-41.1% | $2,637+8.4% |
| Participant deferral / active EE | $10,388 | $7,782+33.5% | $7,758+33.9% | $4,528+129.4% |
| Admin fee / account holder | $74 | $266-72.3% | $10,762-99.3% | $348-78.8% |