See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $20,981 |
Filed as: VOYA RETIREMENT & INSURANCE ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $519 |
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 | $63,842 | $88,083-27.5% | $164,813-61.3% | $74,495-14.3% |
| Participation rate | 64.9% | 73.0%-8.1pp | 78.6%-13.7pp | 67.2%-2.3pp |
| Annual return | 14.38% | 17.26%-2.9pp | 69.93%-55.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,368 | $2,593-8.7% | $4,341-45.5% | $2,623-9.7% |
| Participant deferral / active EE | $5,221 | $4,498+16.1% | $6,031-13.4% | $4,346+20.1% |
| Admin fee / account holder | $12 | $2,234-99.5% | $12,690-99.9% | $1,942-99.4% |