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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $108,911 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,890 |
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 | $123,694 | $64,286+92.4% | $90,951+36.0% | $73,409+68.5% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.0%+29.8pp | 72.2%+26.6pp |
| Annual return | 29.49% | 21.45%+8.0pp | 134.60%-105.1pp | 59.29%-29.8pp |
| Employer contribution / active EE | $4,969 | $895+455.5% | $2,122+134.2% | $2,234+122.5% |
| Participant deferral / active EE | $11,618 | $2,453+373.6% | $3,373+244.5% | $3,805+205.3% |
| Admin fee / account holder | $168 | $287-41.5% | $5,959-97.2% | $158+6.3% |