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 | $32,559 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $1,493 |
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.
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 | $103,746 | $37,426+177.2% | $77,482+33.9% | $79,858+29.9% |
| Participation rate | 53.6% | 41.5%+12.1pp | 54.2%-0.6pp | 69.6%-16.0pp |
| Annual return | 16.21% | 39.70%-23.5pp | 54.79%-38.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,153 | $637+395.2% | $986+219.6% | $2,471+27.6% |
| Participant deferral / active EE | $6,143 | $1,260+387.5% | $1,861+230.1% | $3,740+64.2% |
| Admin fee / account holder | $23 | $2,504-99.1% | $2,858-99.2% | $5,306-99.6% |