See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $36,975 |
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 49 · EIN 71-0294708 | Other Services | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,451 | $63,745+16.8% | $98,442-24.4% | $79,386-6.2% |
| Participation rate | 81.5% | 69.9%+11.6pp | 73.3%+8.1pp | 70.7%+10.8pp |
| Annual return | 12.60% | 625.80%-613.2pp | 1492.73%-1480.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,644 | $2,557-35.7% | $2,960-44.5% | $2,427-32.3% |
| Participant deferral / active EE | $4,621 | $3,303+39.9% | $4,276+8.1% | $4,046+14.2% |
| Admin fee / account holder | $234 | $516-54.6% | $5,949-96.1% | $626-62.7% |