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 15 · EIN 35-0145825 | Recordkeeping | $76,744 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $37,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,776 | $63,442+22.6% | $68,791+13.1% | $66,914+16.2% |
| Participation rate | 91.7% | 60.0%+31.7pp | 69.0%+22.7pp | 69.8%+21.9pp |
| Annual return | -15.39% | -8.29%-7.1pp | -6.38%-9.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,502 | $1,775-15.4% | $2,655-43.4% | $2,544-41.0% |
| Participant deferral / active EE | $5,653 | $2,945+92.0% | $3,941+43.4% | $4,237+33.4% |
| Admin fee / account holder | $15 | $577-97.4% | $4,932-99.7% | $593-97.4% |