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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $43,361 |
O'NEILL & GASPARDO, LLC1 year Service code 10 · EIN 36-2646009 | Accounting | $9,800 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,696 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,624 | $50,106+44.9% | $70,014+3.7% | $57,658+26.0% |
| Participation rate | 90.0% | 70.9%+19.1pp | 71.8%+18.1pp | 70.2%+19.7pp |
| Annual return | 5.74% | 14.58%-8.8pp | 12.99%-7.2pp | 5.13%+0.6pp |
| Employer contribution / active EE | $975 | $1,739-44.0% | $2,338-58.3% | $1,974-50.6% |
| Participant deferral / active EE | $6,368 | $2,486+156.2% | $2,931+117.3% | $3,061+108.1% |
| Admin fee / account holder | $242 | $89+171.4% | $4,380-94.5% | $95+156.1% |