See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 99 · EIN 59-2937883 | Other Fees | $13,623 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 15 · EIN 71-0294708 | Recordkeeping | $6,677 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,010 | $64,286-79.8% | $90,951-85.7% | $73,409-82.3% |
| Participation rate | 78.5% | 63.6%+14.9pp | 69.0%+9.5pp | 72.2%+6.3pp |
| Annual return | 13.87% | 21.45%-7.6pp | 134.60%-120.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,093 | $2,453-14.7% | $3,373-37.9% | $3,805-45.0% |
| Admin fee / account holder | $15 | $287-94.9% | $5,959-99.8% | $158-90.7% |