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 PO BOX 14547 · ST PETERSBURG, FL 33733 | Other Commissions | $24,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,707 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $767 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,789 | $32,085-60.1% | $40,145,923-100.0% | $57,658-77.8% |
| Participation rate | 70.6% | 66.0%+4.7pp | 68.4%+2.2pp | 70.2%+0.4pp |
| Annual return | 10.86% | 9.60%+1.3pp | 5.24%+5.6pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,245 | $1,179+90.4% | $1,844+21.8% | $1,974+13.8% |
| Participant deferral / active EE | $919 | $1,957-53.0% | $2,591-64.5% | $3,061-70.0% |
| Admin fee / account holder | $17 | $75-78.0% | $2,903-99.4% | $95-82.5% |