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 Service code 99 · EIN 59-2937883 | Other Fees | $43,821 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,393 |
WELLS THOMAS, LLC5 years Service code 49 · EIN 26-0228640 | Other Services | $8,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,674 | $87,870+55.5% | $113,168+20.8% | $74,304+83.9% |
| Participation rate | 97.3% | 70.7%+26.5pp | 76.6%+20.7pp | 60.3%+36.9pp |
| Annual return | 13.40% | 26.44%-13.0pp | 24.27%-10.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $3,917 | $2,277+72.0% | $2,975+31.7% | $2,241+74.8% |
| Participant deferral / active EE | $10,450 | $4,241+146.4% | $5,107+104.6% | $3,767+177.4% |
| Admin fee / account holder | $214 | $3,368-93.7% | $12,068-98.2% | $2,969-92.8% |