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 27 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $12,140 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,840 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 17 · EIN 35-2015845 9465 COUNSELORS ROW, STE 120 · INDIANAPOLIS, IN 462406402 | Pension Consulting | $5,631 |
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.
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 | $47,594 | $58,320-18.4% | $86,436-44.9% | $66,914-28.9% |
| Participation rate | 33.1% | 78.6%-45.5pp | 80.3%-47.2pp | 69.8%-36.7pp |
| Annual return | -19.43% | -9.71%-9.7pp | 4394.89%-4414.3pp | 1.58%-21.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,152 | $6,899-83.3% | $6,952-83.4% | $4,237-72.8% |
| Admin fee / account holder | $297 | $546-45.5% | $6,731-95.6% | $593-49.9% |