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 SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL SERV. ADV Service code 27 | Advisory (Plan) | $28,994 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $16,074 |
MALCOLM THOMPSON & ASSOCIATES6+ years Service code 13 · EIN 26-4203770 | Contract Administrator | $3,161 |
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 | $59,126 | $78,419-24.6% | $133,956-55.9% | $73,409-19.5% |
| Participation rate | 45.0% | 78.6%-33.6pp | 79.8%-34.8pp | 72.2%-27.2pp |
| Annual return | 15.69% | 33.35%-17.7pp | 45.09%-29.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $993 | $2,044-51.4% | $3,919-74.7% | $2,234-55.5% |
| Participant deferral / active EE | $2,214 | $3,925-43.6% | $5,048-56.1% | $3,805-41.8% |
| Admin fee / account holder | $228 | $161+41.6% | $8,927-97.4% | $158+44.7% |