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 | Distribution (12b-1) fees; Shareholde... | $24,247 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $10,000 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $50,396 | $52,953-4.8% | $172,739-70.8% | $65,185-22.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.15% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $3,412 | $2,190+55.8% | $5,143-33.7% | $2,177+56.7% |
| Participant deferral / active EE | $5,743 | $2,471+132.5% | $5,198+10.5% | $3,514+63.5% |
| Admin fee / account holder | $139 | $472-70.5% | $13,954-99.0% | $847-83.6% |