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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,411 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,377 | $65,322-70.3% | $70,449-72.5% | $73,488-73.6% |
| Participation rate | 62.5% | 77.0%-14.5pp | 75.1%-12.6pp | 70.7%-8.2pp |
| Annual return | 3.69% | 15.71%-12.0pp | 109.03%-105.3pp | 28.51%-24.8pp |
| Employer contribution / active EE | $920 | $2,460-62.6% | $2,737-66.4% | $2,270-59.5% |
| Participant deferral / active EE | $1,746 | $3,375-48.3% | $3,709-52.9% | $3,740-53.3% |
| Admin fee / account holder | $234 | $214+9.5% | $3,845-93.9% | $513-54.3% |