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) | $44,655 |
Service code 49 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 49 · EIN 71-0294708 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,034 | $51,197+21.2% | $82,719-25.0% | $66,914-7.3% |
| Participation rate | 74.9% | 67.8%+7.1pp | 72.6%+2.3pp | 69.8%+5.1pp |
| Annual return | -15.23% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,620 | $2,611-37.9% | $3,009-46.2% | $2,544-36.3% |
| Participant deferral / active EE | $4,653 | $3,458+34.6% | $4,395+5.9% | $4,237+9.8% |
| Admin fee / account holder | $277 | $416-33.4% | $5,329-94.8% | $593-53.3% |