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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $46,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,606 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,563 | $106,028-41.9% | $146,958-58.1% | $77,643-20.7% |
| Participation rate | 74.0% | 78.4%-4.4pp | 82.2%-8.2pp | 70.6%+3.4pp |
| Annual return | 25.38% | 56.73%-31.4pp | 418.34%-393.0pp | 31.24%-5.9pp |
| Employer contribution / active EE | $3,635 | $4,063-10.5% | $4,933-26.3% | $2,726+33.4% |
| Participant deferral / active EE | $6,170 | $7,990-22.8% | $8,070-23.5% | $4,647+32.8% |
| Admin fee / account holder | $172 | $337-49.1% | $12,998-98.7% | $430-60.1% |