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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 15 ATTN TREASURY-13J · ST. PETERSBURG, FL 33716 | Recordkeeping | $19,137 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,373 | $52,293-57.2% | $178,490-87.5% | $73,409-69.5% |
| Participation rate | 65.3% | 65.3%0pp | 81.9%-16.6pp | 72.2%-6.9pp |
| Annual return | 20.21% | 34.75%-14.5pp | 151.07%-130.9pp | 59.29%-39.1pp |
| Employer contribution / active EE | $278 | $1,735-84.0% | $5,011-94.5% | $2,234-87.6% |
| Participant deferral / active EE | $2,061 | $2,332-11.6% | $5,202-60.4% | $3,805-45.8% |
| Admin fee / account holder | $92 | $127-27.9% | $13,984-99.3% | $158-41.9% |