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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $24,637 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $13,695 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,329 | $52,670-4.4% | $90,404-44.3% | $73,409-31.4% |
| Participation rate | 87.6% | 67.7%+19.9pp | 72.7%+14.9pp | 72.2%+15.4pp |
| Annual return | 13.36% | 20.70%-7.3pp | 1293.02%-1279.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,693 | $1,872-9.5% | $3,262-48.1% | $2,234-24.2% |
| Participant deferral / active EE | $2,830 | $2,807+0.8% | $3,963-28.6% | $3,805-25.6% |
| Admin fee / account holder | $110 | $117-6.0% | $5,611-98.0% | $158-30.5% |