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 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $79,333 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FIN SERV ADV INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $47,000 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $6,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $89,790 | $39,859+125.3% | $78,689+14.1% | $57,658+55.7% |
| Participation rate | 96.8% | 66.1%+30.7pp | 73.6%+23.2pp | 70.2%+26.6pp |
| Annual return | 7.89% | 18.96%-11.1pp | 62.18%-54.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,178 | $1,786+22.0% | $2,851-23.6% | $1,974+10.4% |
| Participant deferral / active EE | $5,515 | $2,248+145.3% | $3,517+56.8% | $3,061+80.2% |
| Admin fee / account holder | $192 | $76+152.1% | $4,510-95.7% | $95+103.2% |