See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,996 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 16 · EIN 59-1237041 | Consulting | $87,500 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,817 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,649 | $95,388+108.3% | $125,339+58.5% | $77,904+155.0% |
| Participation rate | 97.4% | 78.6%+18.8pp | 82.4%+15.0pp | 73.7%+23.7pp |
| Annual return | -19.54% | 116.19%-135.7pp | 572.05%-591.6pp | 12.21%-31.7pp |
| Employer contribution / active EE | $4,145 | $3,666+13.1% | $4,814-13.9% | $2,848+45.6% |
| Participant deferral / active EE | $11,191 | $7,711+45.1% | $7,446+50.3% | $4,806+132.9% |
| Admin fee / account holder | $151 | $119+26.9% | $10,010-98.5% | $133+13.8% |