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 FINANCIAL Service code 26 · EIN 59-2937883 | Advisory (Participants) | $32,943 |
WALKER BENEFITS, LLC4+ years Service code 70 · EIN 32-0453512 | Consulting Fees | $4,244 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,004 |
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 | $77,284 | $66,302+16.6% | $110,238-29.9% | $56,287+37.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -2.31% | -1.18%-1.1pp | 314.74%-317.0pp | -9.96%+7.6pp |
| Employer contribution / active EE | $3,895 | $2,047+90.2% | $3,826+1.8% | $2,111+84.5% |
| Participant deferral / active EE | $4,801 | $3,381+42.0% | $4,672+2.8% | $3,350+43.3% |
| Admin fee / account holder | $36 | $698-94.8% | $8,547-99.6% | $521-93.0% |