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 SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $62,213 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $9,500 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,227 |
MILLER KAPLAN ARASE LLP5 years Filed as: MILLER, JOHNSON, SNELL & CUMMISKEY, Service code 99 250 MONROE AVE NW · GRAND RAPIDS, MI 49503 | Other Fees | $1,751 |
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 | $55,056 | $89,465-38.5% | $164,866-66.6% | $77,671-29.1% |
| Participation rate | 97.4% | 78.6%+18.8pp | 78.6%+18.8pp | 70.6%+26.8pp |
| Annual return | 14.28% | 28.81%-14.5pp | 69.97%-55.7pp | 31.21%-16.9pp |
| Employer contribution / active EE | $1,527 | $2,568-40.5% | $4,343-64.8% | $2,726-44.0% |
| Participant deferral / active EE | $4,831 | $4,897-1.4% | $6,033-19.9% | $4,648+3.9% |
| Admin fee / account holder | $107 | $340-68.6% | $12,689-99.2% | $430-75.2% |