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 & JUSTUS3+ years Filed as: COULTER & JUSTUS, PC Service code 99 · EIN 62-1532536 | Other Fees | $9,376 |
Service code 99 · EIN 62-1832817 | Other Fees | $1,673 |
MORNINGSTAR3+ years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $1,212 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,933 | $66,124-10.9% | $90,404-34.8% | $73,488-19.8% |
| Participation rate | 49.4% | 69.7%-20.3pp | 72.7%-23.3pp | 70.7%-21.3pp |
| Annual return | 14.46% | 17.65%-3.2pp | 1293.02%-1278.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $817 | $2,346-65.2% | $3,262-74.9% | $2,270-64.0% |
| Participant deferral / active EE | $1,556 | $3,039-48.8% | $3,963-60.7% | $3,740-58.4% |
| Admin fee / account holder | $131 | $396-66.9% | $5,611-97.7% | $513-74.4% |