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, INC. Service code 50 · EIN 59-1237041 | Direct Payment | $56,498 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,218 | $76,050+18.6% | $96,544-6.6% | $71,457+26.3% |
| Participation rate | 93.3% | 74.4%+18.9pp | 76.0%+17.3pp | 67.9%+25.4pp |
| Annual return | 13.82% | 22.81%-9.0pp | 25.84%-12.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $867 | $2,244-61.4% | $2,965-70.8% | $2,588-66.5% |
| Participant deferral / active EE | $4,865 | $4,215+15.4% | $4,851+0.3% | $4,289+13.4% |
| Admin fee / account holder | $271 | $2,707-90.0% | $8,252-96.7% | $1,587-82.9% |