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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 16 · EIN 59-2937883 | Consulting | $10,000 |
BARNESWENDLING1 year Service code 11 135 EUCLID AVENUE · CLEVELAND, OH 44115 | Actuarial | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,685 |
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 | $106,350 | $80,753+31.7% | $136,294-22.0% | $62,292+70.7% |
| Participation rate | 98.5% | 73.5%+25.0pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 20.73% | 35.83%-15.1pp | 5155.94%-5135.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,918 | $2,884-33.5% | $4,695-59.1% | $2,042-6.1% |
| Participant deferral / active EE | $6,423 | $5,164+24.4% | $6,247+2.8% | $3,169+102.7% |
| Admin fee / account holder | $125 | $525-76.3% | $9,243-98.7% | $479-74.0% |