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 SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $12,987 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,170 |
ADP BROKER-DEALER4+ 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 | $28,469 | $62,586-54.5% | $76,768-62.9% | $64,186-55.6% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -4.93% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,501 | $1,832-18.1% | $2,485-39.6% | $2,381-36.9% |
| Participant deferral / active EE | $2,627 | $3,145-16.4% | $3,852-31.8% | $3,470-24.3% |
| Admin fee / account holder | $85 | $4,667-98.2% | $6,675-98.7% | $4,888-98.3% |