See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $82,956 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOC. Service code 16 | Consulting | $40,068 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOC Service code 16 880 CARILLON PARKWAY · ST PETERSBURG, FL 33733 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,445 | $33,232-44.5% | $71,796-74.3% | $63,975-71.2% |
| Participation rate | 26.9% | 60.1%-33.2pp | 69.1%-42.2pp | 71.1%-44.3pp |
| Annual return | 5.64% | 11.99%-6.4pp | 78.04%-72.4pp | 48.65%-43.0pp |
| Employer contribution / active EE | $2 | $723-99.8% | $1,924-99.9% | $2,182-99.9% |
| Participant deferral / active EE | $1,250 | $1,604-22.1% | $2,794-55.3% | $3,356-62.8% |
| Admin fee / account holder | $154 | $63+142.4% | $4,815-96.8% | $70+118.5% |