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 Service code 28 · EIN 59-1531281 | Investment Management | $5,412 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,809 | $79,013-61.0% | $100,391-69.3% | $74,495-58.6% |
| Participation rate | 97.2% | 79.5%+17.7pp | 81.5%+15.7pp | 67.2%+30.0pp |
| Annual return | -34.05% | 20.41%-54.5pp | 49.20%-83.3pp | 1364.94%-1399.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $53 | $1,320-96.0% | $7,899-99.3% | $1,942-97.3% |