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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 55 · EIN 59-1531281 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $31,767 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $31,442 |
QRPS, INC.1 year Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE #100 · RALEIGH, NC 27616 | Contract Administrator | $5,789 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,286 | $54,590-46.4% | $81,930-64.3% | $73,488-60.1% |
| Participation rate | 86.1% | 68.3%+17.8pp | 72.0%+14.1pp | 70.7%+15.4pp |
| Annual return | 7.63% | 17.74%-10.1pp | 29.49%-21.9pp | 28.51%-20.9pp |
| Employer contribution / active EE | $511 | $1,636-68.8% | $4,310-88.1% | $2,270-77.5% |
| Participant deferral / active EE | $1,725 | $2,759-37.5% | $7,107-75.7% | $3,740-53.9% |
| Admin fee / account holder | $281 | $592-52.6% | $5,158-94.6% | $513-45.3% |