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 & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $35,935 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,905 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $1,963 |
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 | $15,750 | $35,955-56.2% | $78,210-79.9% | $69,631-77.4% |
| Participation rate | 73.8% | 67.2%+6.6pp | 68.7%+5.0pp | 70.7%+3.1pp |
| Annual return | 19.58% | 16.42%+3.2pp | 40.90%-21.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $3,073 | $1,244+147.0% | $2,034+51.1% | $2,032+51.2% |
| Participant deferral / active EE | $1,218 | $2,107-42.2% | $2,823-56.9% | $3,224-62.2% |
| Admin fee / account holder | $24 | $86-72.4% | $3,758-99.4% | $110-78.6% |