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 FSA 338 Service code 26 · EIN 59-2937883 | Advisory (Participants) | $14,017 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,291 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,153 | $101,499-73.2% | $147,005-81.5% | $74,546-63.6% |
| Participation rate | 97.5% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 16.07% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $2,244 | $3,811-41.1% | $4,934-54.5% | $2,624-14.5% |
| Participant deferral / active EE | $2,453 | $7,304-66.4% | $8,070-69.6% | $4,347-43.6% |
| Admin fee / account holder | $170 | $1,748-90.3% | $13,006-98.7% | $1,944-91.3% |