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 | $25,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $28,882 | $40,385-28.5% | $80,569-64.2% | $74,419-61.2% |
| Participation rate | 20.9% | 47.4%-26.6pp | 67.0%-46.1pp | 70.7%-49.9pp |
| Annual return | 13.78% | 164.85%-151.1pp | 935.43%-921.6pp | 34.38%-20.6pp |
| Employer contribution / active EE | $459 | $1,496-69.3% | $2,723-83.1% | $2,637-82.6% |
| Participant deferral / active EE | $1,409 | $2,674-47.3% | $4,447-68.3% | $4,528-68.9% |
| Admin fee / account holder | $14 | $720-98.0% | $5,377-99.7% | $348-95.9% |