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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 55 880 CARILLON PKWY · ST PETERSBERG, FL 33176 | Other Commissions | $23,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,056 |
PNC BANK, N.A.1+ years Filed as: PNC INVESTMENTS LLC Service code 61 · EIN 42-1604685 | Finders' fees / placement fees | $0 |
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 | $65,611 | $53,412+22.8% | $68,509-4.2% | $52,331+25.4% |
| Participation rate | 79.7% | 71.7%+8.0pp | 74.7%+4.9pp | 68.1%+11.6pp |
| Annual return | 0.85% | 3.42%-2.6pp | 8.27%-7.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,743 | $2,688+2.1% | $3,382-18.9% | $3,022-9.2% |
| Admin fee / account holder | $10 | $461-97.9% | $5,275-99.8% | $592-98.3% |