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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $27,211 |
FINDLEY2 years Service code 14 · EIN 34-1213174 | Plan Administrator | $22,383 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB Service code 21 · EIN 42-1558009 | Bank Trustee | $10,594 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $143,651 | $70,908+102.6% | $98,907+45.2% | $73,488+95.5% |
| Participation rate | 99.4% | 73.8%+25.7pp | 76.0%+23.4pp | 70.7%+28.8pp |
| Annual return | 1.74% | 34.17%-32.4pp | 196.43%-194.7pp | 28.51%-26.8pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $698 | $3,500-80.0% | $4,244-83.5% | $3,740-81.3% |
| Admin fee / account holder | $343 | $535-35.9% | $6,642-94.8% | $513-33.2% |