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) | $20,416 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,408 | $55,415-34.3% | $155,509-76.6% | $74,495-51.1% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 11.48% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $4,181 | $2,267+84.4% | $4,672-10.5% | $2,623+59.4% |
| Participant deferral / active EE | $2,983 | $2,836+5.2% | $5,626-47.0% | $4,346-31.4% |
| Admin fee / account holder | $228 | $1,738-86.9% | $15,912-98.6% | $1,942-88.2% |