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 13 · EIN 42-0127290 | Contract Administrator | $74,676 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $20,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,811 | $51,315+61.4% | $95,745-13.5% | $71,457+15.9% |
| Participation rate | 99.5% | 63.0%+36.5pp | 72.3%+27.3pp | 67.9%+31.6pp |
| Annual return | 18.32% | 25.26%-6.9pp | 28.35%-10.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,699 | $1,819+48.4% | $2,835-4.8% | $2,588+4.3% |
| Participant deferral / active EE | $4,774 | $3,358+42.2% | $4,245+12.5% | $4,289+11.3% |
| Admin fee / account holder | $293 | $1,137-74.2% | $5,678-94.8% | $1,587-81.5% |