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 & ASSOC Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $14,898 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,801 | $65,061-48.0% | $143,757-76.5% | $66,914-49.5% |
| Participation rate | 71.2% | 65.2%+6.0pp | 80.3%-9.2pp | 69.8%+1.4pp |
| Annual return | -16.45% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,163 | $2,361+34.0% | $4,951-36.1% | $2,544+24.3% |
| Participant deferral / active EE | $2,700 | $2,919-7.5% | $5,637-52.1% | $4,237-36.3% |
| Admin fee / account holder | $206 | $502-59.0% | $14,673-98.6% | $593-65.3% |