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 AND ASSOICATES INC Service code 27 1115 SUNWOOD DR · GRENADA, MS 38901 | Advisory (Plan) | $16,153 |
CPI QUALIFIED PLAN CONSULTANTS, INC11+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $13,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,945 | $66,098-26.0% | $101,794-51.9% | $74,304-34.1% |
| Participation rate | 58.8% | 53.8%+5.0pp | 69.2%-10.4pp | 60.3%-1.6pp |
| Annual return | 10.32% | 19.59%-9.3pp | 30.53%-20.2pp | 29.43%-19.1pp |
| Employer contribution / active EE | $1,051 | $1,082-2.8% | $2,289-54.1% | $2,241-53.1% |
| Participant deferral / active EE | $2,601 | $2,781-6.5% | $4,084-36.3% | $3,767-31.0% |
| Admin fee / account holder | $271 | $4,146-93.5% | $8,777-96.9% | $2,969-90.9% |