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 37 · EIN 04-2647786 | Loan Processing | $2,106 |
Service code 61 · EIN 38-1961943 | Finders' fees / placement fees | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 61 PO BOX 14547 · ST PETERSBURG, FL 33733 | Finders' fees / placement 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 | $49,208 | $57,096-13.8% | $94,224-47.8% | $55,191-10.8% |
| Participation rate | 70.8% | 75.7%-4.8pp | 78.8%-7.9pp | 69.2%+1.7pp |
| Annual return | -0.43% | 159.65%-160.1pp | 10.68%-11.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,729 | $1,708+1.3% | $3,587-51.8% | $1,899-8.9% |
| Participant deferral / active EE | $3,758 | $3,165+18.7% | $4,320-13.0% | $3,046+23.4% |
| Admin fee / account holder | $5 | $89-94.4% | $6,269-99.9% | $91-94.5% |