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 & JUSTUS1 year Filed as: COULTER AND JUSTUS PC Service code 99 · EIN 62-1532536 | Other Fees | $15,060 |
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,323 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $298 |
COULTER & JUSTUS4+ years Filed as: COULTER & JUSTUS, PC Service code 99 | Other Fees | $0 |
Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,811 | $63,745-7.7% | $98,442-40.3% | $79,386-25.9% |
| Participation rate | 46.6% | 69.9%-23.3pp | 73.3%-26.8pp | 70.7%-24.1pp |
| Annual return | 13.93% | 625.80%-611.9pp | 1492.73%-1478.8pp | 116.85%-102.9pp |
| Employer contribution / active EE | $725 | $2,557-71.7% | $2,960-75.5% | $2,427-70.1% |
| Participant deferral / active EE | $1,464 | $3,303-55.7% | $4,276-65.8% | $4,046-63.8% |
| Admin fee / account holder | $149 | $516-71.1% | $5,949-97.5% | $626-76.2% |