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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $65,818 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $63,587 |
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 | $38,868 | $22,714+71.1% | $59,496-34.7% | $55,191-29.6% |
| Participation rate | 66.5% | 37.5%+29.1pp | 54.6%+12.0pp | 69.2%-2.6pp |
| Annual return | -1.55% | -44.01%+42.5pp | 182.05%-183.6pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,256 | $418+200.7% | $1,153+9.0% | $1,899-33.8% |
| Participant deferral / active EE | $2,273 | $843+169.5% | $1,829+24.3% | $3,046-25.4% |
| Admin fee / account holder | $214 | $83+156.3% | $2,232-90.4% | $91+135.3% |