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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $28,027 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $10,865 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,915 | $47,977-12.6% | $154,107-72.8% | $56,287-25.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -1.62% | 3.54%-5.2pp | 735.12%-736.7pp | -9.96%+8.3pp |
| Employer contribution / active EE | $3,102 | $2,169+43.1% | $5,298-41.4% | $2,111+47.0% |
| Participant deferral / active EE | $5,412 | $2,392+126.3% | $5,081+6.5% | $3,350+61.6% |
| Admin fee / account holder | $178 | $438-59.3% | $13,411-98.7% | $521-65.8% |