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) | $37,821 |
WALKER BENEFITS, LLC5+ years Service code 70 · EIN 32-0453512 | Consulting Fees | $4,594 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,912 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,692 | $86,332+9.7% | $125,175-24.4% | $65,185+45.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 21.44% | 27.43%-6.0pp | 43.79%-22.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $4,904 | $2,040+140.4% | $3,865+26.9% | $2,177+125.3% |
| Participant deferral / active EE | $5,573 | $3,537+57.5% | $4,937+12.9% | $3,514+58.6% |
| Admin fee / account holder | $37 | $609-93.9% | $9,702-99.6% | $847-95.6% |