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 AND ASSOCIATES Service code 99 · EIN 59-1237041 | Other Fees | $0 |
Filed as: VOYA RETIR INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $92,734 | $98,982-6.3% | $162,163-42.8% | $65,185+42.3% |
| Participation rate | 85.6% | 85.8%-0.1pp | 87.6%-1.9pp | 70.2%+15.4pp |
| Annual return | 16.60% | 24.84%-8.2pp | 115.59%-99.0pp | 29.38%-12.8pp |
| Employer contribution / active EE | $2,023 | $3,467-41.7% | $5,614-64.0% | $2,177-7.1% |
| Participant deferral / active EE | $3,748 | $5,384-30.4% | $7,298-48.6% | $3,514+6.7% |
| Admin fee / account holder | $152 | $596-74.5% | $10,843-98.6% | $847-82.1% |