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 Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $2,887 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Contract Administrator | $2,600 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,199 |
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.
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 | $29,163 | $37,393-22.0% | $77,024-62.1% | $66,914-56.4% |
| Participation rate | 15.1% | 52.9%-37.7pp | 67.9%-52.8pp | 69.8%-54.7pp |
| Annual return | -15.56% | -3.29%-12.3pp | 42.32%-57.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $308 | $1,531-79.9% | $2,812-89.0% | $2,544-87.9% |
| Participant deferral / active EE | $699 | $2,617-73.3% | $4,426-84.2% | $4,237-83.5% |
| Admin fee / account holder | $36 | $567-93.7% | $5,425-99.3% | $593-93.9% |