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 & ASSOCIATES INC Service code 27 4 CAUFIELD PLACE · NEWTOWN, PA 18940 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,352 |
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 | $177,781 | $155,795+14.1% | $136,294+30.4% | $69,631+155.3% |
| Participation rate | 97.8% | 75.2%+22.5pp | 81.9%+15.8pp | 70.7%+27.1pp |
| Annual return | 22.42% | 232464.33%-232441.9pp | 5155.94%-5133.5pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $3,412 | $2,991+14.1% | $4,695-27.3% | $2,032+67.9% |
| Participant deferral / active EE | $9,693 | $5,394+79.7% | $6,247+55.2% | $3,224+200.7% |
| Admin fee / account holder | $76 | $128-40.5% | $9,243-99.2% | $110-30.9% |