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 & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $8,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,669 | $64,286-22.7% | $90,951-45.4% | $73,409-32.3% |
| Participation rate | 36.2% | 63.6%-27.4pp | 69.0%-32.8pp | 72.2%-36.0pp |
| Annual return | 15.90% | 21.45%-5.6pp | 134.60%-118.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $320 | $895-64.3% | $2,122-84.9% | $2,234-85.7% |
| Participant deferral / active EE | $1,041 | $2,453-57.6% | $3,373-69.1% | $3,805-72.7% |
| Admin fee / account holder | $6 | $287-97.8% | $5,959-99.9% | $158-96.0% |