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 Service code 27 · EIN 59-1531281 | Advisory (Plan) | $62,609 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,621 | $81,908-4.0% | $90,749-13.4% | $64,808+21.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -14.51% | -12.53%-2.0pp | -12.16%-2.3pp | 32.82%-47.3pp |
| Employer contribution / active EE | $2,960 | $3,065-3.4% | $2,921+1.3% | $2,506+18.1% |
| Participant deferral / active EE | $6,467 | $4,840+33.6% | $4,564+41.7% | $4,310+50.0% |
| Admin fee / account holder | $177 | $157+12.6% | $8,445-97.9% | $188-5.8% |