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 | $26,063 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
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.
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 | $28,305 | $41,647-32.0% | $96,139-70.6% | $86,799-67.4% |
| Participation rate | 22.3% | 50.2%-27.9pp | 68.4%-46.2pp | 72.3%-50.0pp |
| Annual return | 13.78% | 27.24%-13.5pp | 191.94%-178.2pp | 97.91%-84.1pp |
| Employer contribution / active EE | $117 | $1,318-91.1% | $2,797-95.8% | $2,405-95.1% |
| Participant deferral / active EE | $858 | $2,412-64.4% | $4,349-80.3% | $4,131-79.2% |
| Admin fee / account holder | $9 | $169-94.8% | $5,537-99.8% | $170-94.8% |