See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $33,977 |
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $5,556 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $56 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,226 | $101,317-45.5% | $146,958-62.4% | $74,495-25.9% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-6.9pp | 67.2%+8.0pp |
| Annual return | 14.64% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,996 | $3,810-21.4% | $4,933-39.3% | $2,623+14.2% |
| Participant deferral / active EE | $5,709 | $7,303-21.8% | $8,070-29.3% | $4,346+31.4% |
| Admin fee / account holder | $185 | $1,739-89.4% | $12,998-98.6% | $1,942-90.5% |