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 | $26,901 |
WELLS THOMAS, LLC2 years Service code 49 · EIN 26-0228640 | Other Services | $6,847 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,941 | $65,435+55.8% | $86,677+17.6% | $66,914+52.3% |
| Participation rate | 98.1% | 75.5%+22.6pp | 76.6%+21.5pp | 69.8%+28.3pp |
| Annual return | -13.35% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,747 | $2,153+27.6% | $2,836-3.2% | $2,544+8.0% |
| Participant deferral / active EE | $8,690 | $4,100+111.9% | $4,656+86.7% | $4,237+105.1% |
| Admin fee / account holder | $79 | $642-87.7% | $7,493-98.9% | $593-86.7% |