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 7-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 |
|---|---|---|
COULTER & JUSTUS2+ years Filed as: COULTER & JUSTUS, PC Service code 99 · EIN 62-1532536 | Other Fees | $10,135 |
MORNINGSTAR2+ years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $1,178 |
Service code 99 · EIN 62-1832817 | Other Fees | $400 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $162 |
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 | $59,010 | $51,620+14.3% | $90,281-34.6% | $65,185-9.5% |
| Participation rate | 44.9% | 68.6%-23.7pp | 73.3%-28.4pp | 70.2%-25.3pp |
| Annual return | 21.72% | 24.94%-3.2pp | 78.10%-56.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $736 | $2,235-67.0% | $2,854-74.2% | $2,177-66.2% |
| Participant deferral / active EE | $1,443 | $2,871-49.7% | $3,885-62.9% | $3,514-58.9% |
| Admin fee / account holder | $127 | $384-67.0% | $5,351-97.6% | $847-85.0% |