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 | Shareholder servicing fees; Finders' ... | $18,290 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $10,000 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,523 | $58,879+4.5% | $178,490-65.5% | $73,488-16.3% |
| Participation rate | 67.9% | 66.2%+1.7pp | 81.9%-14.0pp | 70.7%-2.8pp |
| Annual return | 17.67% | 24.86%-7.2pp | 151.07%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $3,895 | $2,236+74.2% | $5,011-22.3% | $2,270+71.6% |
| Participant deferral / active EE | $6,071 | $2,567+136.5% | $5,202+16.7% | $3,740+62.3% |
| Admin fee / account holder | $108 | $400-73.0% | $13,984-99.2% | $513-79.0% |