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 | Other Fees | $39,954 |
SOUTHERN PENSION SERVICES2 years Service code 49 | Other Services | $5,095 |
Filed as: PRIDA, GUIDA, AND PEREZ Service code 99 · EIN 11-1000111 | Other Fees | $4,854 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Filed as: SOUTHERN PENSION SERVICES, INC. Service code 49 · EIN 59-3461974 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AGENCY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,663 | $27,641+264.2% | $61,373+64.0% | $68,494+47.0% |
| Participation rate | 74.7% | 39.5%+35.2pp | 52.6%+22.1pp | 67.9%+6.8pp |
| Annual return | -17.47% | -13.24%-4.2pp | 338.61%-356.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,768 | $695+441.7% | $1,159+225.0% | $2,596+45.1% |
| Participant deferral / active EE | $7,821 | $1,263+519.2% | $2,125+268.1% | $4,027+94.2% |
| Admin fee / account holder | $63 | $2,010-96.8% | $2,130-97.0% | $5,403-98.8% |