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 6-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 |
|---|---|---|
Service code 99 | Other Fees | $28,876 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $3,951 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,172 | $56,053-15.8% | $75,972-37.9% | $80,856-41.7% |
| Participation rate | 95.7% | 62.0%+33.7pp | 69.1%+26.7pp | 67.6%+28.1pp |
| Annual return | 15.46% | 20.53%-5.1pp | 359.55%-344.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,291 | $1,874+182.3% | $2,685+97.1% | $2,755+92.0% |
| Participant deferral / active EE | $12,307 | $3,052+303.3% | $4,255+189.2% | $4,296+186.5% |
| Admin fee / account holder | $385 | $5,234-92.6% | $6,467-94.0% | $6,918-94.4% |