Filed June 9, 2021
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 Service code 28 · EIN 87-2361528 | Investment Management | $9,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,361 | $78,275+93.4% | $109,143+38.7% | $86,799+74.4% |
| Participation rate | 99.0% | 73.8%+25.1pp | 75.9%+23.1pp | 72.3%+26.7pp |
| Annual return | 12.37% | 19.14%-6.8pp | 25.75%-13.4pp | 97.91%-85.5pp |
| Employer contribution / active EE | $6,837 | $3,105+120.2% | $3,722+83.7% | $2,405+184.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $23 | $198-88.5% | $6,752-99.7% | $170-86.6% |