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 | Investment management; Participant co... | $157,234 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES FIN SERV ADV INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $46,500 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $6,400 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ 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 | $99,885 | $52,626+89.8% | $98,442+1.5% | $93,030+7.4% |
| Participation rate | 99.0% | 65.3%+33.6pp | 73.3%+25.6pp | 73.9%+25.1pp |
| Annual return | 15.16% | 16.95%-1.8pp | 1492.73%-1477.6pp | 158.70%-143.5pp |
| Employer contribution / active EE | $2,997 | $1,894+58.3% | $2,960+1.3% | $2,706+10.8% |
| Participant deferral / active EE | $6,007 | $2,907+106.6% | $4,276+40.5% | $4,562+31.7% |
| Admin fee / account holder | $172 | $102+68.4% | $5,949-97.1% | $152+13.5% |