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 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $54,604 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $13,402 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,326 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,991 |
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 | $93,792 | $100,801-7.0% | $149,696-37.3% | $73,409+27.8% |
| Participation rate | 80.2% | 77.7%+2.5pp | 82.5%-2.3pp | 72.2%+8.0pp |
| Annual return | 18.54% | 265.34%-246.8pp | 276.60%-258.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $3,831 | $3,312+15.7% | $4,644-17.5% | $2,234+71.5% |
| Participant deferral / active EE | $8,718 | $6,404+36.1% | $6,842+27.4% | $3,805+129.1% |
| Admin fee / account holder | $164 | $181-9.2% | $9,309-98.2% | $158+3.9% |