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 INSURANCE GROUP INC Service code 99 | Other Fees | $22,948 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,737 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $5,737 |
Service code 49 · EIN 61-1211399 | Other Services | $5,430 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 99 · EIN 59-1199408 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUN Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,098 | $50,982-60.6% | $154,803-87.0% | $85,563-76.5% |
| Participation rate | 95.8% | 59.8%+36.0pp | 78.1%+17.7pp | 66.0%+29.8pp |
| Annual return | 16.07% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,320 | $1,708-22.7% | $4,305-69.3% | $2,654-50.3% |
| Participant deferral / active EE | $3,360 | $2,474+35.8% | $5,540-39.4% | $4,375-23.2% |
| Admin fee / account holder | $108 | $846-87.2% | $14,329-99.2% | $834-87.1% |