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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 31500 NORTHWESTERN HWY, STE. 150 · FARMINGTON HILLS, MI 48334 | Other Commissions | $12,829 |
THE W.L. BURMEISTER COMPANY2+ years Service code 13 3358 EAGLE RUND DR., N.E., STE. 3 · GRAND RAPIDS, MI 49525 | Contract Administrator | $4,960 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT COMPA Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $694 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,688 | $75,183-47.2% | $123,892-68.0% | $55,167-28.1% |
| Participation rate | 96.1% | 72.8%+23.3pp | 81.4%+14.7pp | 69.0%+27.1pp |
| Annual return | 6.62% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,106 | $5,084-19.2% | $5,984-31.4% | $3,054+34.4% |
| Admin fee / account holder | $45 | $663-93.2% | $8,357-99.5% | $504-91.0% |