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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $12,370 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,780 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $34,631 | $64,909-46.6% | $82,313-57.9% | $62,292-44.4% |
| Participation rate | 92.2% | 74.9%+17.4pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 13.96% | 21.18%-7.2pp | 25.88%-11.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,118 | $1,676-33.3% | $2,428-54.0% | $2,042-45.3% |
| Participant deferral / active EE | $2,149 | $3,103-30.8% | $3,706-42.0% | $3,169-32.2% |
| Admin fee / account holder | $97 | $440-78.0% | $5,608-98.3% | $479-79.9% |