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 | Shareholder servicing fees; Sales loa... | $34,527 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $6,400 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FIN SERV ADV INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,000 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,483 | $52,670+3.4% | $90,404-39.7% | $73,409-25.8% |
| Participation rate | 58.9% | 67.7%-8.7pp | 72.7%-13.7pp | 72.2%-13.2pp |
| Annual return | 14.39% | 20.70%-6.3pp | 1293.02%-1278.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,949 | $2,807+5.1% | $3,963-25.6% | $3,805-22.5% |
| Admin fee / account holder | $134 | $117+14.5% | $5,611-97.6% | $158-15.3% |