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 |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $40,154 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL Service code 16 50 CHESTNUT ST, THE GREENE, STE 200 · DAYTON, OH 45440 | Consulting | $31,160 |
MATRIX TRUST COMPANY1 year Service code 13 · EIN 75-3182674 | Contract Administrator | $65 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,547 | $62,267-70.2% | $110,238-83.2% | $55,725-66.7% |
| Participation rate | 75.9% | 78.1%-2.2pp | 79.8%-3.9pp | 70.9%+5.1pp |
| Annual return | -3.39% | -1.07%-2.3pp | 314.74%-318.1pp | 244.93%-248.3pp |
| Employer contribution / active EE | $232 | $1,941-88.0% | $3,826-93.9% | $2,078-88.8% |
| Participant deferral / active EE | $1,199 | $3,516-65.9% | $4,672-74.3% | $3,356-64.3% |
| Admin fee / account holder | $104 | $121-13.7% | $8,547-98.8% | $115-9.4% |