Filed June 5, 2023
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 15 · EIN 04-2647786 | Recordkeeping | $190,317 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,066 | $61,756+7.0% | $70,092-5.7% | $77,904-15.2% |
| Participation rate | 97.1% | 79.9%+17.2pp | 70.5%+26.6pp | 73.7%+23.4pp |
| Annual return | -17.36% | -11.86%-5.5pp | 190.73%-208.1pp | 12.21%-29.6pp |
| Employer contribution / active EE | $4,073 | $2,706+50.5% | $2,559+59.2% | $2,848+43.0% |
| Participant deferral / active EE | $5,291 | $3,977+33.0% | $3,849+37.5% | $4,806+10.1% |
| Admin fee / account holder | $72 | $101-29.1% | $6,267-98.9% | $133-45.8% |