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 5-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 FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $49,316 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $48,259 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $37,160 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $28,530 |
OLAM AMERICAS INC1 year Filed as: OLAM AMERICAS INC. Service code 99 · EIN 11-3662046 | Other Fees | $26,100 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $22,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,211 | $50,287+53.5% | $112,229-31.2% | $80,160-3.7% |
| Participation rate | 44.4% | 52.9%-8.5pp | 72.4%-28.0pp | 72.9%-28.5pp |
| Annual return | 16.68% | 19.72%-3.0pp | 30.20%-13.5pp | 40.38%-23.7pp |
| Employer contribution / active EE | $2,319 | $1,211+91.5% | $3,430-32.4% | $2,978-22.1% |
| Participant deferral / active EE | $3,260 | $2,265+44.0% | $4,798-32.1% | $5,017-35.0% |
| Admin fee / account holder | $88 | $116-24.3% | $7,748-98.9% | $145-39.3% |