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 |
|---|---|---|
DEUTSCHE BANK SECURITIES INC.2+ years Filed as: DEUTSCHE BANK SECURITIES INC Service code 55 1 SOUTH ST · BALTIMORE, MD 21202 | Other Commissions | $36,501 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST.PETERSBURG, FL 33716 | Other Commissions | $12,870 |
Service code 10 POST OFFICE BOX ONE · MACON, GA 31202 | Accounting | $10,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $357,146 | $74,024+382.5% | $77,999+357.9% | $57,658+519.4% |
| Participation rate | 24.8% | 79.7%-55.0pp | 75.5%-50.7pp | 70.2%-45.4pp |
| Annual return | 8.26% | 12.14%-3.9pp | 425.96%-417.7pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,231 | $2,365+36.6% | $2,470+30.8% | $1,974+63.7% |
| Participant deferral / active EE | $5,060 | $3,533+43.2% | $3,497+44.7% | $3,061+65.3% |
| Admin fee / account holder | $141 | $93+51.7% | $5,480-97.4% | $95+49.5% |