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 |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $1,999,370 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $140,045 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $49,316 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $24,026 |
OLAM AMERICAS INC1 year Filed as: OLAM AMERICAS, LLC Service code 99 · EIN 11-3662046 | Other Fees | $20,920 |
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 | $87,058 | $55,347+57.3% | $120,354-27.7% | $199,593-56.4% |
| Participation rate | 47.7% | 52.9%-5.2pp | 71.9%-24.2pp | 72.0%-24.3pp |
| Annual return | 14.66% | 15.37%-0.7pp | 107.15%-92.5pp | 34.25%-19.6pp |
| Employer contribution / active EE | $2,726 | $1,296+110.4% | $3,463-21.3% | $3,034-10.2% |
| Participant deferral / active EE | $3,793 | $2,350+61.4% | $4,991-24.0% | $5,087-25.4% |
| Admin fee / account holder | $99 | $134-26.3% | $9,423-99.0% | $269-63.2% |