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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $276,085 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 16 · EIN 59-1237041 | Consulting | $99,767 |
AGEEFISHERBARRETT, LLC1 year Filed as: AGEE FISHER BARRETT Service code 10 · EIN 58-2248437 | Accounting | $42,990 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $55,525 | $82,279-32.5% | $77,999-28.8% | $63,975-13.2% |
| Participation rate | 65.2% | 84.7%-19.5pp | 75.5%-10.4pp | 71.1%-6.0pp |
| Annual return | 50.64% | 11.20%+39.4pp | 425.96%-375.3pp | 48.65%+2.0pp |
| Employer contribution / active EE | $1,082 | $3,297-67.2% | $2,470-56.2% | $2,182-50.4% |
| Participant deferral / active EE | $1,896 | $4,538-58.2% | $3,497-45.8% | $3,356-43.5% |
| Admin fee / account holder | $135 | $81+66.0% | $5,480-97.5% | $70+91.8% |