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 | Claims processing; Recordkeeping and ... | $164,497 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FIN SERV ADV INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $35,250 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $9,600 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $86,994 | $47,634+82.6% | $90,404-3.8% | $90,288-3.6% |
| Participation rate | 99.4% | 67.5%+31.9pp | 72.7%+26.7pp | 73.4%+26.1pp |
| Annual return | 14.13% | 19.61%-5.5pp | 1293.02%-1278.9pp | 53.97%-39.8pp |
| Employer contribution / active EE | $2,263 | $1,749+29.4% | $3,262-30.6% | $2,524-10.3% |
| Participant deferral / active EE | $5,698 | $2,824+101.8% | $3,963+43.8% | $4,232+34.6% |
| Admin fee / account holder | $146 | $106+37.3% | $5,611-97.4% | $114+27.6% |