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 SERVICES3+ years Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $25,494 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,281 |
Participant 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 | $36,144 | $62,543-42.2% | $83,333-56.6% | $55,725-35.1% |
| Participation rate | 76.5% | 78.4%-1.9pp | 77.8%-1.3pp | 70.9%+5.6pp |
| Annual return | -3.19% | 14.85%-18.0pp | 10.63%-13.8pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,403 | $2,427-42.2% | $3,379-58.5% | $2,078-32.5% |
| Participant deferral / active EE | $2,111 | $5,682-62.9% | $5,565-62.1% | $3,356-37.1% |
| Admin fee / account holder | $11 | $103-89.6% | $7,510-99.9% | $115-90.7% |