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 INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $33,413 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,623 | $52,208+4.6% | $86,612-36.9% | $74,419-26.6% |
| Participation rate | 98.3% | 66.3%+32.0pp | 71.7%+26.7pp | 70.7%+27.6pp |
| Annual return | 14.65% | 44.46%-29.8pp | 591.07%-576.4pp | 34.38%-19.7pp |
| Employer contribution / active EE | $2,128 | $2,282-6.7% | $3,022-29.6% | $2,637-19.3% |
| Participant deferral / active EE | $3,768 | $3,383+11.4% | $4,438-15.1% | $4,528-16.8% |
| Admin fee / account holder | $192 | $319-39.8% | $5,614-96.6% | $348-44.8% |