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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 33 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Participant communication; Securities... | $17,917 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,122 | $50,815-70.2% | $155,509-90.3% | $77,643-80.5% |
| Participation rate | 40.5% | 63.1%-22.6pp | 78.2%-37.7pp | 70.6%-30.1pp |
| Annual return | 12.49% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $168 | $1,993-91.6% | $4,672-96.4% | $2,726-93.9% |
| Participant deferral / active EE | $1,179 | $2,822-58.2% | $5,626-79.0% | $4,647-74.6% |
| Admin fee / account holder | $69 | $437-84.3% | $15,912-99.6% | $430-84.0% |