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 | $64,711 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $31,957 |
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 | $90,695 | $55,636+63.0% | $81,983+10.6% | $73,488+23.4% |
| Participation rate | 90.0% | 62.3%+27.7pp | 69.2%+20.8pp | 70.7%+19.3pp |
| Annual return | 15.17% | 19.07%-3.9pp | 41.31%-26.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,373 | $1,625-15.5% | $2,498-45.1% | $2,270-39.5% |
| Participant deferral / active EE | $5,377 | $2,762+94.7% | $3,722+44.5% | $3,740+43.8% |
| Admin fee / account holder | $13 | $493-97.4% | $5,664-99.8% | $513-97.5% |