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 AND JUSTUS PC Service code 99 · EIN 62-1532536 | Other Fees | $11,500 |
Filed as: QUALIFIED PLAN ADMINISTRATORS Service code 99 · EIN 44-4000444 | Other Fees | $7,050 |
MORNINGSTAR6+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,905 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $744 |
COULTER & JUSTUS6+ 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 | $41,359 | $52,208-20.8% | $86,612-52.2% | $74,419-44.4% |
| Participation rate | 45.2% | 66.3%-21.1pp | 71.7%-26.5pp | 70.7%-25.5pp |
| Annual return | 19.05% | 44.46%-25.4pp | 591.07%-572.0pp | 34.38%-15.3pp |
| Employer contribution / active EE | $781 | $2,282-65.8% | $3,022-74.2% | $2,637-70.4% |
| Participant deferral / active EE | $1,651 | $3,383-51.2% | $4,438-62.8% | $4,528-63.5% |
| Admin fee / account holder | $129 | $319-59.5% | $5,614-97.7% | $348-62.9% |