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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,420 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $50,000 |
Service code 11 · EIN 04-2530412 | Actuarial | $27,746 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,795-100.0% | $65,170-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 29.3%-29.3pp | 9.9%-9.9pp |
| Annual return | -18.29% | -10.92%-7.4pp | 7.07%-25.4pp | -5.25%-13.0pp |
| Employer contribution / active EE | $103,448 | $23,250+344.9% | $34,847+196.9% | $15,166+582.1% |
| Participant deferral / active EE | $0 | $45-100.0% | $4-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $51-100.0% | $3,859-100.0% |