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 AND JUSTUS PC Service code 99 · EIN 62-1532536 | Other Fees | $11,151 |
Filed as: QUALIFIED PLAN ADMINISTRATORS Service code 99 · EIN 44-4000444 | Other Fees | $6,435 |
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $315 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $315 |
COULTER & JUSTUS5+ 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 | $40,270 | $47,722-15.6% | $82,719-51.3% | $64,808-37.9% |
| Participation rate | 52.1% | 67.6%-15.5pp | 72.6%-20.4pp | 71.5%-19.3pp |
| Annual return | -9.30% | -13.05%+3.7pp | 701.18%-710.5pp | 32.82%-42.1pp |
| Employer contribution / active EE | $789 | $2,179-63.8% | $3,009-73.8% | $2,506-68.5% |
| Participant deferral / active EE | $1,602 | $3,329-51.9% | $4,395-63.5% | $4,310-62.8% |
| Admin fee / account holder | $126 | $143-12.1% | $5,329-97.6% | $188-33.1% |