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 & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $22,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,556 |
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.
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 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 | $27,585 | $40,522-31.9% | $84,611-67.4% | $67,579-59.2% |
| Participation rate | 16.3% | 51.1%-34.8pp | 68.2%-51.9pp | 71.3%-54.9pp |
| Annual return | 22.44% | 32.72%-10.3pp | 258.74%-236.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $139 | $1,146-87.9% | $2,652-94.8% | $2,148-93.5% |
| Participant deferral / active EE | $665 | $2,132-68.8% | $3,899-82.9% | $3,539-81.2% |
| Admin fee / account holder | $16 | $145-88.8% | $4,912-99.7% | $142-88.5% |