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; Distribution (12b-1) f... | $115,642 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FIN SERV ADV INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $47,000 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $75,427 | $44,794+68.4% | $90,281-16.5% | $77,787-3.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 23.32% | 28.23%-4.9pp | 78.10%-54.8pp | 32.57%-9.3pp |
| Employer contribution / active EE | $2,631 | $1,809+45.5% | $2,854-7.8% | $2,504+5.0% |
| Participant deferral / active EE | $5,036 | $2,642+90.6% | $3,885+29.6% | $3,967+26.9% |
| Admin fee / account holder | $141 | $94+49.5% | $5,351-97.4% | $100+41.1% |