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) | $236,774 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $38,755 |
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 | $84,238 | $33,232+153.5% | $71,796+17.3% | $63,975+31.7% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.1%+30.9pp | 71.1%+28.9pp |
| Annual return | 7.86% | 11.99%-4.1pp | 78.04%-70.2pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,622 | $723+262.7% | $1,924+36.3% | $2,182+20.2% |
| Participant deferral / active EE | $4,209 | $1,604+162.3% | $2,794+50.6% | $3,356+25.4% |
| Admin fee / account holder | $37 | $63-42.3% | $4,815-99.2% | $70-48.0% |