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 SERVICES5+ years Service code 55 880 CARILON PARKWAY · TREASURY - MF TRAILS, FL 33716 | Other Commissions | $33,177 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $477 |
Filed as: EAGLE COMMUNICATIONS INC Service code 99 1011 W 27TH UNIT 2 · HAYS, KS 67601 | Other Fees | $75 |
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 | $67,445 | $66,813+0.9% | $100,516-32.9% | $73,488-8.2% |
| Participation rate | 85.1% | 77.5%+7.7pp | 79.4%+5.7pp | 70.7%+14.4pp |
| Annual return | 19.59% | 25.70%-6.1pp | 30.89%-11.3pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,085 | $2,147-2.9% | $3,418-39.0% | $2,270-8.1% |
| Participant deferral / active EE | $2,879 | $5,883-51.1% | $6,270-54.1% | $3,740-23.0% |
| Admin fee / account holder | $2 | $512-99.6% | $8,081-100.0% | $513-99.6% |