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 FIN SVCS, INC. Service code 27 · EIN 59-1531281 | Advisory (Plan) | $15,000 |
CORRIGAN KRAUSE1 year Filed as: CORRIGAN KRAUSE HARRISON LONG Service code 50 · EIN 37-1574855 | Direct Payment | $8,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,339 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GLENMEDE2 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
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 | $129,709 | $59,186+119.2% | $76,768+69.0% | $56,287+130.4% |
| Participation rate | 92.9% | 75.2%+17.6pp | 77.0%+15.9pp | 69.9%+23.0pp |
| Annual return | -5.04% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $901 | $1,759-48.7% | $2,485-63.7% | $2,111-57.3% |
| Participant deferral / active EE | $7,969 | $3,255+144.8% | $3,852+106.9% | $3,350+137.9% |
| Admin fee / account holder | $168 | $489-65.7% | $6,675-97.5% | $521-67.8% |