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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $33,910 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $4,110 |
Filed as: PUTNAM INVESTOR SERVICES, INC. Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $2,782 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,781 | $54,320+164.7% | $67,652+112.5% | $52,331+174.8% |
| Participation rate | 75.3% | 73.6%+1.7pp | 75.7%-0.4pp | 68.1%+7.2pp |
| Annual return | 1.13% | 6.81%-5.7pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,271 | $1,544-17.7% | $2,266-43.9% | $1,882-32.5% |
| Participant deferral / active EE | $4,516 | $2,950+53.1% | $3,560+26.9% | $3,022+49.4% |
| Admin fee / account holder | $177 | $527-66.5% | $4,821-96.3% | $592-70.1% |