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 | Claims processing; Participant loan p... | $25,838 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $10,000 |
NATIONAL FINANCIAL SERVICES5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,183 | $56,485+68.5% | $185,823-48.8% | $86,799+9.7% |
| Participation rate | 58.9% | 65.5%-6.6pp | 81.7%-22.8pp | 72.3%-13.4pp |
| Annual return | 15.52% | 118.04%-102.5pp | 122.05%-106.5pp | 97.91%-82.4pp |
| Employer contribution / active EE | $6,026 | $1,843+227.0% | $5,167+16.6% | $2,405+150.5% |
| Participant deferral / active EE | $4,926 | $2,553+92.9% | $5,568-11.5% | $4,131+19.2% |
| Admin fee / account holder | $165 | $150+10.4% | $16,237-99.0% | $170-2.6% |