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 |
|---|---|---|
Service code 49 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Other Services | $9,914 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $8,718 |
Filed as: VOYA RETIREMENT INS ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,453 | $64,707-17.4% | $112,228-52.4% | $68,494-22.0% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -8.15% | -11.40%+3.3pp | 27.45%-35.6pp | -7.84%-0.3pp |
| Employer contribution / active EE | $2,810 | $2,746+2.3% | $3,635-22.7% | $2,596+8.2% |
| Participant deferral / active EE | $7,631 | $3,565+114.1% | $4,728+61.4% | $4,027+89.5% |
| Admin fee / account holder | $260 | $5,232-95.0% | $6,410-96.0% | $5,403-95.2% |