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 8-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 FINANCIAL Service code 26 · EIN 59-1517485 | Advisory (Participants) | $30,375 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 24 · EIN 38-3712991 | Discretionary Trustee | $25,087 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY LLC Service code 26 · EIN 75-3182674 | Advisory (Participants) | $5,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,443 | $64,909+37.8% | $82,313+8.7% | $62,292+43.6% |
| Participation rate | 55.9% | 74.9%-19.0pp | 76.9%-21.0pp | 69.5%-13.6pp |
| Annual return | 17.91% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,165 | $1,676-30.5% | $2,428-52.0% | $2,042-42.9% |
| Participant deferral / active EE | $2,557 | $3,103-17.6% | $3,706-31.0% | $3,169-19.3% |
| Admin fee / account holder | $176 | $440-59.9% | $5,608-96.9% | $479-63.2% |