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 Service code 99 · EIN 59-2937883 | Other Fees | $26,306 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,758 | $34,308+170.4% | $74,701+24.2% | $72,985+27.1% |
| Participation rate | 63.7% | 42.4%+21.4pp | 54.5%+9.3pp | 69.5%-5.7pp |
| Annual return | 21.40% | 26.58%-5.2pp | 752.92%-731.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,662 | $692+429.4% | $1,084+237.9% | $2,440+50.1% |
| Participant deferral / active EE | $6,217 | $1,271+389.0% | $1,964+216.6% | $3,607+72.3% |
| Admin fee / account holder | $19 | $2,124-99.1% | $3,333-99.4% | $5,124-99.6% |