See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE COMPANY Service code 55 PO BOX 23698 · ST. PETERSBURG, FL 33742 | Other Commissions | $26,129 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 PO BOX 806 · ROSEVILLE, CA 95661 | Other Services | $6,887 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 49 | Other Services | $2,287 |
GOLDLEAF PARTNERS3+ years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 49 8009 34TH AVENUE S, SUITE 320 · BLOOMINGTON, MN 55425 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,163 | $79,519-45.7% | $95,952-55.0% | $73,409-41.2% |
| Participation rate | 65.9% | 81.2%-15.3pp | 77.1%-11.1pp | 72.2%-6.2pp |
| Annual return | 17.67% | 19.20%-1.5pp | 91.61%-73.9pp | 59.29%-41.6pp |
| Employer contribution / active EE | $1,938 | $2,048-5.4% | $2,541-23.7% | $2,234-13.3% |
| Participant deferral / active EE | $3,695 | $4,138-10.7% | $4,167-11.3% | $3,805-2.9% |
| Admin fee / account holder | $21 | $184-88.4% | $6,795-99.7% | $158-86.4% |