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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP Service code 55 · EIN 71-0294708 | Other Commissions | $0 |
Filed as: VOYA RETIR INSURANCE AND ANNUITY CO Service code 28 · EIN 71-0294708 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,379 | $89,739+7.4% | $149,718-35.6% | $62,292+54.7% |
| Participation rate | 83.7% | 85.1%-1.4pp | 87.1%-3.4pp | 69.5%+14.2pp |
| Annual return | 13.94% | 21.01%-7.1pp | 1501.63%-1487.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,731 | $3,233-46.4% | $5,445-68.2% | $2,042-15.2% |
| Participant deferral / active EE | $3,292 | $4,797-31.4% | $6,569-49.9% | $3,169+3.9% |
| Admin fee / account holder | $116 | $551-78.9% | $11,283-99.0% | $479-75.7% |