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 15 · EIN 84-0467907 | Recordkeeping | $18,308 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Service code 55 · EIN 59-1531281 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $16,209 |
QRPS, INC.2 years Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE #100 · RALEIGH, NC 27616 | Contract Administrator | $2,260 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,532 | $59,584-43.7% | $86,874-61.4% | $79,386-57.8% |
| Participation rate | 89.4% | 67.7%+21.8pp | 71.6%+17.8pp | 70.7%+18.7pp |
| Annual return | 13.32% | 23.15%-9.8pp | 63.52%-50.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $581 | $1,768-67.2% | $2,495-76.7% | $2,427-76.1% |
| Participant deferral / active EE | $1,949 | $3,036-35.8% | $3,699-47.3% | $4,046-51.8% |
| Admin fee / account holder | $295 | $604-51.1% | $5,828-94.9% | $626-52.9% |