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 FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $53,355 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $5,986 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,528 | $104,919-54.7% | $116,228-59.1% | $85,563-44.5% |
| Participation rate | 98.6% | 78.6%+20.0pp | 74.6%+24.1pp | 66.0%+32.6pp |
| Annual return | 19.36% | 15.38%+4.0pp | 90.06%-70.7pp | 31.51%-12.2pp |
| Employer contribution / active EE | $1,648 | $3,485-52.7% | $2,994-45.0% | $2,654-37.9% |
| Participant deferral / active EE | $5,209 | $5,306-1.8% | $4,953+5.2% | $4,375+19.1% |
| Admin fee / account holder | $227 | $429-47.0% | $11,989-98.1% | $834-72.8% |