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 SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $13,641 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,575 |
ADP BROKER-DEALER5+ 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 | $33,907 | $72,492-53.2% | $87,100-61.1% | $72,985-53.5% |
| Participation rate | 94.8% | 72.8%+22.0pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 21.98% | 24.46%-2.5pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,787 | $1,894-5.6% | $2,521-29.1% | $2,440-26.7% |
| Participant deferral / active EE | $3,166 | $3,270-3.2% | $4,049-21.8% | $3,607-12.2% |
| Admin fee / account holder | $96 | $5,055-98.1% | $7,497-98.7% | $5,124-98.1% |