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; Direct payment fro... | $24,942 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $10,000 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $87,083 | $61,272+42.1% | $149,673-41.8% | $71,457+21.9% |
| Participation rate | 83.1% | 62.5%+20.6pp | 78.8%+4.3pp | 67.9%+15.2pp |
| Annual return | 15.60% | 35.85%-20.2pp | 134.42%-118.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $4,576 | $2,378+92.4% | $4,818-5.0% | $2,588+76.9% |
| Participant deferral / active EE | $7,198 | $2,917+146.7% | $5,680+26.7% | $4,289+67.8% |
| Admin fee / account holder | $136 | $1,261-89.2% | $13,210-99.0% | $1,587-91.4% |