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 9-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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,577 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES DENNIG Service code 50 · EIN 31-1119890 | Direct Payment | $17,250 |
GROUP ASSOCIATES1+ years Service code 38 · EIN 38-2779844 | Participant Communication | $10,000 |
PENSION CORPORATION OF AMERICA1+ years Service code 50 · EIN 31-1360674 | Direct Payment | $8,125 |
UNITED MAIL1+ years Service code 50 · EIN 61-1359442 | Direct Payment | $5,682 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,029 | $65,877-84.8% | $115,037-91.3% | $69,651-85.6% |
| Participation rate | 25.7% | 58.1%-32.4pp | 81.4%-55.7pp | 66.6%-40.9pp |
| Annual return | -7.43% | 6.03%-13.5pp | 26.14%-33.6pp | 53.77%-61.2pp |
| Employer contribution / active EE | $66 | $1,712-96.2% | $4,608-98.6% | $2,241-97.1% |
| Participant deferral / active EE | $174 | $4,216-95.9% | $6,026-97.1% | $3,635-95.2% |
| Admin fee / account holder | $15 | $77-80.1% | $8,175-99.8% | $63-75.6% |