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 | Recordkeeping fees; Participant loan ... | $32,657 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FIN SERV ADV INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,000 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $6,400 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,352 | $54,237-10.9% | $90,281-46.4% | $67,579-28.5% |
| Participation rate | 57.2% | 68.6%-11.4pp | 73.3%-16.1pp | 71.3%-14.1pp |
| Annual return | 21.93% | 37.27%-15.3pp | 78.10%-56.2pp | 378.56%-356.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,865 | $2,625+9.1% | $3,885-26.3% | $3,539-19.0% |
| Admin fee / account holder | $133 | $123+7.4% | $5,351-97.5% | $142-6.8% |