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 3-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 | Investment management; Sales loads (f... | $28,866 |
BAKER TILLY US, LLP3+ years Service code 10 · EIN 30-1413443 | Accounting | $15,435 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $8,687 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,755 | $92,055-43.8% | $106,213-51.3% | $77,643-33.3% |
| Participation rate | 97.2% | 81.0%+16.1pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 10.75% | 17.91%-7.2pp | 116.14%-105.4pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,778 | $3,367-47.2% | $3,171-43.9% | $2,726-34.8% |
| Participant deferral / active EE | $3,290 | $5,386-38.9% | $5,016-34.4% | $4,647-29.2% |
| Admin fee / account holder | $136 | $219-38.1% | $11,033-98.8% | $430-68.5% |