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: VOYA RETIREMENT INSUR AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $32,297 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 99 · EIN 59-2937883 | Other Fees | $21,329 |
ASCENSUS LLC7+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 99 · EIN 31-1560462 | Other Fees | $1,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,602 | $86,286+1.5% | $111,297-21.3% | $85,850+2.0% |
| Participation rate | 94.0% | 73.3%+20.6pp | 77.3%+16.7pp | 69.3%+24.7pp |
| Annual return | 14.84% | 19.99%-5.1pp | 54.65%-39.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,078 | $2,043-47.2% | $2,731-60.5% | $2,565-58.0% |
| Participant deferral / active EE | $3,282 | $3,641-9.8% | $4,487-26.9% | $3,952-16.9% |
| Admin fee / account holder | $322 | $8,188-96.1% | $7,964-96.0% | $6,260-94.9% |