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 10-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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $63,241 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,401 | $62,267-1.4% | $110,238-44.3% | $55,725+10.2% |
| Participation rate | 84.3% | 78.1%+6.2pp | 79.8%+4.5pp | 70.9%+13.4pp |
| Annual return | -5.64% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,110 | $3,516+45.3% | $4,672+9.4% | $3,356+52.3% |
| Admin fee / account holder | $165 | $121+36.1% | $8,547-98.1% | $115+42.8% |