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 SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL SERV. ADV Service code 27 | Advisory (Plan) | $29,463 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $15,092 |
MALCOLM THOMPSON & ASSOCIATES5+ years Service code 13 · EIN 26-4203770 | Contract Administrator | $5,500 |
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 | $49,008 | $69,159-29.1% | $125,175-60.8% | $67,579-27.5% |
| Participation rate | 47.0% | 78.2%-31.2pp | 79.8%-32.8pp | 71.3%-24.3pp |
| Annual return | 22.43% | 27.12%-4.7pp | 43.79%-21.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $939 | $2,023-53.6% | $3,865-75.7% | $2,148-56.3% |
| Participant deferral / active EE | $2,336 | $3,700-36.9% | $4,937-52.7% | $3,539-34.0% |
| Admin fee / account holder | $233 | $142+64.2% | $9,702-97.6% | $142+63.6% |