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 SERVICES11+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 800 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $70,417 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,423 |
MILLER KAPLAN ARASE LLP6 years Filed as: MILLER, JOHNSON, SNELL & CUMMISKEY, Service code 99 250 MONROE AVE NW · GRAND RAPIDS, MI 49503 | Other Fees | $3,019 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,026 | $108,549-46.5% | $156,263-62.9% | $85,563-32.2% |
| Participation rate | 95.2% | 77.1%+18.1pp | 78.9%+16.3pp | 66.0%+29.2pp |
| Annual return | 15.96% | 21.79%-5.8pp | 59.47%-43.5pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,480 | $2,690-45.0% | $4,333-65.8% | $2,654-44.2% |
| Participant deferral / active EE | $4,636 | $4,800-3.4% | $6,158-24.7% | $4,375+6.0% |
| Admin fee / account holder | $97 | $650-85.0% | $14,255-99.3% | $834-88.3% |