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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,306 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 61 PO BOX 12749 · ST PETERSBURG, FL 33733 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,938 | $37,044+10.5% | $71,796-43.0% | $57,658-29.0% |
| Participation rate | 33.9% | 61.1%-27.2pp | 69.1%-35.2pp | 70.2%-36.3pp |
| Annual return | 14.78% | 12.64%+2.1pp | 78.04%-63.3pp | 5.13%+9.7pp |
| Employer contribution / active EE | $276 | $720-61.7% | $1,924-85.7% | $1,974-86.0% |
| Participant deferral / active EE | $1,809 | $1,974-8.3% | $2,794-35.2% | $3,061-40.9% |
| Admin fee / account holder | $43 | $101-57.3% | $4,815-99.1% | $95-54.4% |