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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $28,881 |
DYNAMIC PENSION SERVICES, INC.3+ years Filed as: DYNAMIC PENSION SERVICE, INC. Service code 12 · EIN 31-1585572 | Claims processing; Recordkeeping and ... | $12,070 |
TWG BENEFITS, INC.3+ years Filed as: TWG Service code 15 · EIN 36-4028918 | Recordkeeping | $9,146 |
IME FINANCIAL, LLC2+ years Filed as: IME FINANCIAL Service code 16 · EIN 27-2820524 | Consulting | $5,996 |
Filed as: MID-ATLANTIC Service code 21 · EIN 27-3169253 | Bank Trustee | $5,554 |
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 | $54,793 | $80,753-32.1% | $136,294-59.8% | $62,292-12.0% |
| Participation rate | 92.3% | 73.5%+18.7pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 17.25% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,740 | $2,884-39.7% | $4,695-62.9% | $2,042-14.8% |
| Participant deferral / active EE | $4,346 | $5,164-15.8% | $6,247-30.4% | $3,169+37.1% |
| Admin fee / account holder | $275 | $525-47.6% | $9,243-97.0% | $479-42.6% |