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 | Sales loads (front end and deferred);... | $144,482 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FIN SERV ADV INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $47,000 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $6,250 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $78,178 | $43,999+77.7% | $79,464-1.6% | $55,725+40.3% |
| Participation rate | 93.1% | 66.9%+26.1pp | 73.3%+19.7pp | 70.9%+22.2pp |
| Annual return | -4.68% | 1.81%-6.5pp | 718.14%-722.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,854 | $1,830+56.0% | $2,800+1.9% | $2,078+37.3% |
| Participant deferral / active EE | $5,261 | $2,538+107.3% | $3,704+42.0% | $3,356+56.8% |
| Admin fee / account holder | $218 | $118+85.4% | $5,113-95.7% | $115+89.3% |