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 |
|---|---|---|
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES Service code 49 1 MILL RIDGE LANE · CHESTER, NJ 07930 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,701 | $58,083-4.1% | $80,019-30.4% | $56,287-1.0% |
| Participation rate | 60.0% | 73.6%-13.6pp | 75.8%-15.8pp | 69.9%-9.9pp |
| Annual return | -5.81% | 34.61%-40.4pp | 11.22%-17.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $734 | $1,932-62.0% | $2,468-70.3% | $2,111-65.2% |
| Participant deferral / active EE | $2,038 | $3,135-35.0% | $3,686-44.7% | $3,350-39.2% |
| Admin fee / account holder | $2 | $623-99.7% | $6,521-100.0% | $521-99.7% |