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 26 · EIN 59-1237041 | Advisory (Participants) | $67,653 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,807 | $89,436+69.7% | $164,813-7.9% | $77,643+95.5% |
| Participation rate | 88.4% | 78.6%+9.8pp | 78.6%+9.8pp | 70.6%+17.8pp |
| Annual return | 57.41% | 28.83%+28.6pp | 69.93%-12.5pp | 31.24%+26.2pp |
| Employer contribution / active EE | $3,084 | $2,569+20.1% | $4,341-29.0% | $2,726+13.1% |
| Participant deferral / active EE | $7,648 | $4,897+56.2% | $6,031+26.8% | $4,647+64.6% |
| Admin fee / account holder | $230 | $339-32.3% | $12,690-98.2% | $430-46.6% |