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 13 · EIN 42-0127290 | Contract Administrator | $72,932 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,651 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,657 | $46,464-23.3% | $150,298-76.3% | $79,634-55.2% |
| Participation rate | 76.3% | 57.0%+19.3pp | 77.8%-1.5pp | 62.5%+13.8pp |
| Annual return | 15.97% | 27.89%-11.9pp | 62.79%-46.8pp | 36.46%-20.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $3,723 | $2,157+72.6% | $5,453-31.7% | $3,835-2.9% |
| Admin fee / account holder | $277 | $891-68.9% | $14,116-98.0% | $1,002-72.3% |