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 commun... | $26,494 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $10,000 |
NATIONAL FINANCIAL SERVICES6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,819 | $65,061+18.1% | $143,757-46.6% | $66,914+14.8% |
| Participation rate | 80.9% | 65.2%+15.7pp | 80.3%+0.6pp | 69.8%+11.1pp |
| Annual return | -14.19% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,588 | $2,361+94.4% | $4,951-7.3% | $2,544+80.3% |
| Participant deferral / active EE | $7,131 | $2,919+144.3% | $5,637+26.5% | $4,237+68.3% |
| Admin fee / account holder | $151 | $502-69.8% | $14,673-99.0% | $593-74.5% |