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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $62,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,504 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,731 | $43,466-38.5% | $90,951-70.6% | $90,288-70.4% |
| Participation rate | 41.8% | 62.5%-20.7pp | 69.0%-27.2pp | 73.4%-31.6pp |
| Annual return | 20.64% | 25.26%-4.6pp | 134.60%-114.0pp | 53.97%-33.3pp |
| Employer contribution / active EE | $426 | $840-49.3% | $2,122-79.9% | $2,524-83.1% |
| Participant deferral / active EE | $1,776 | $2,138-16.9% | $3,373-47.3% | $4,232-58.0% |
| Admin fee / account holder | $100 | $92+8.8% | $5,959-98.3% | $114-12.3% |