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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,082 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 17 · EIN 59-1237041 | Pension Consulting | $128,078 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,294 | $130,267+6.9% | $145,661-4.4% | $102,872+35.4% |
| Participation rate | 97.3% | 83.3%+14.0pp | 77.2%+20.1pp | 73.0%+24.3pp |
| Annual return | 15.83% | 17.79%-2.0pp | 101.46%-85.6pp | 19.06%-3.2pp |
| Employer contribution / active EE | $0 | $4,061-100.0% | $4,238-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $8,089 | $6,550+23.5% | $7,198+12.4% | $5,535+46.1% |
| Admin fee / account holder | $243 | $396-38.5% | $12,466-98.0% | $292-16.7% |