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 | $259,544 |
CFO4LIFE2 years Service code 27 · EIN 81-4924115 | Advisory (Plan) | $85,343 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $4,980 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,505 | $76,173-57.3% | $81,382-60.1% | $199,593-83.7% |
| Participation rate | 85.0% | 76.3%+8.7pp | 69.5%+15.5pp | 72.0%+13.0pp |
| Annual return | 9.97% | 15.59%-5.6pp | 24.73%-14.8pp | 34.25%-24.3pp |
| Employer contribution / active EE | $530 | $2,792-81.0% | $2,463-78.5% | $3,034-82.5% |
| Participant deferral / active EE | $2,116 | $4,201-49.6% | $3,883-45.5% | $5,087-58.4% |
| Admin fee / account holder | $90 | $146-38.3% | $5,768-98.4% | $269-66.5% |