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 | $46,464-56.7% | $150,298-86.6% | $79,634-74.8% |
| Participation rate | 95.8% | 57.0%+38.8pp | 77.8%+18.0pp | 62.5%+33.3pp |
| Annual return | 16.07% | 27.89%-11.8pp | 62.79%-46.7pp | 36.46%-20.4pp |
| Employer contribution / active EE | $1,320 | $1,512-12.7% | $4,154-68.2% | $2,529-47.8% |
| Participant deferral / active EE | $3,360 | $2,157+55.8% | $5,453-38.4% | $3,835-12.4% |
| Admin fee / account holder | $108 | $891-87.9% | $14,116-99.2% | $1,002-89.2% |