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 35-0145825 | Loan Processing | $57,042 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $28,647 |
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 | $93,271 | $47,922+94.6% | $75,886+22.9% | $65,185+43.1% |
| Participation rate | 84.0% | 63.0%+21.0pp | 69.3%+14.7pp | 70.2%+13.8pp |
| Annual return | 23.11% | 24.12%-1.0pp | 30.76%-7.6pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,372 | $1,557-11.9% | $2,500-45.1% | $2,177-37.0% |
| Participant deferral / active EE | $5,566 | $2,550+118.3% | $3,603+54.5% | $3,514+58.4% |
| Admin fee / account holder | $8 | $532-98.5% | $5,418-99.9% | $847-99.1% |