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 FINANCIAL Service code 49 · EIN 59-1531281 | Other Services | $37,231 |
Service code 13 · EIN 22-2755716 12 BROAD STREET, STE. 314 · SHREWSBURY, NJ 07702 | Contract Administrator | $5,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,110 | $73,638-22.4% | $95,952-40.5% | $73,488-22.3% |
| Participation rate | 51.1% | 76.2%-25.1pp | 77.1%-26.0pp | 70.7%-19.6pp |
| Annual return | 13.07% | 16.78%-3.7pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $57 | $1,863-96.9% | $2,541-97.8% | $2,270-97.5% |
| Participant deferral / active EE | $2,948 | $3,617-18.5% | $4,167-29.2% | $3,740-21.2% |
| Admin fee / account holder | $119 | $482-75.2% | $6,795-98.2% | $513-76.7% |