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 SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $52,083 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,938 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
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 | $148,616 | $64,909+129.0% | $82,313+80.5% | $62,292+138.6% |
| Participation rate | 86.4% | 74.9%+11.5pp | 76.9%+9.5pp | 69.5%+16.9pp |
| Annual return | 17.36% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,447 | $1,676-13.6% | $2,428-40.4% | $2,042-29.1% |
| Participant deferral / active EE | $4,888 | $3,103+57.5% | $3,706+31.9% | $3,169+54.3% |
| Admin fee / account holder | $274 | $440-37.7% | $5,608-95.1% | $479-42.9% |