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 SERVICES4+ years Service code 55 880 CARILON PARKWAY · TREASURY - MF TRAILS, FL 33716 | Other Commissions | $26,734 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,763 |
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 | $59,680 | $58,655+1.7% | $91,989-35.1% | $65,185-8.4% |
| Participation rate | 87.4% | 75.3%+12.1pp | 78.6%+8.8pp | 70.2%+17.2pp |
| Annual return | 73.87% | 33.92%+40.0pp | 69.02%+4.9pp | 29.38%+44.5pp |
| Employer contribution / active EE | $2,484 | $2,080+19.4% | $3,452-28.0% | $2,177+14.1% |
| Participant deferral / active EE | $3,790 | $5,474-30.8% | $5,923-36.0% | $3,514+7.9% |
| Admin fee / account holder | $14 | $434-96.8% | $7,743-99.8% | $847-98.3% |