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 Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,496 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,387 |
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 | $44,234 | $46,173-4.2% | $170,442-74.0% | $69,631-36.5% |
| Participation rate | 70.6% | 63.9%+6.7pp | 83.6%-13.0pp | 70.7%-0.1pp |
| Annual return | 21.54% | 21.62%-0.1pp | 205.93%-184.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $862 | $1,610-46.5% | $5,433-84.1% | $2,032-57.6% |
| Participant deferral / active EE | $2,808 | $2,080+35.0% | $4,939-43.2% | $3,224-12.9% |
| Admin fee / account holder | $144 | $116+23.7% | $13,880-99.0% | $110+29.9% |