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 | $31,064 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,386 |
WELLS THOMAS, LLC4 years Service code 49 · EIN 26-0228640 | Other Services | $7,670 |
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 | $114,769 | $79,171+45.0% | $102,423+12.1% | $74,495+54.1% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | 10.34% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $3,857 | $2,362+63.3% | $3,023+27.6% | $2,623+47.1% |
| Participant deferral / active EE | $10,204 | $4,415+131.1% | $5,053+101.9% | $4,346+134.8% |
| Admin fee / account holder | $176 | $2,001-91.2% | $9,451-98.1% | $1,942-91.0% |