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 | $27,521 |
WELLS THOMAS, LLC1 year Service code 49 · EIN 26-0228640 | Other Services | $6,655 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,038 | $84,936+33.1% | $111,297+1.6% | $79,386+42.4% |
| Participation rate | 99.1% | 75.9%+23.2pp | 77.3%+21.7pp | 70.7%+28.4pp |
| Annual return | 11.03% | 17.45%-6.4pp | 54.65%-43.6pp | 116.85%-105.8pp |
| Employer contribution / active EE | $2,618 | $1,979+32.3% | $2,731-4.1% | $2,427+7.9% |
| Participant deferral / active EE | $7,949 | $3,888+104.4% | $4,487+77.1% | $4,046+96.5% |
| Admin fee / account holder | $89 | $537-83.4% | $7,964-98.9% | $626-85.7% |