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 Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $24,408 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $21,990 |
CLARK & ANDERSON PA3 years Service code 10 · EIN 52-1175265 | Accounting | $7,175 |
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 | $43,292 | $37,196+16.4% | $154,107-71.9% | $55,725-22.3% |
| Participation rate | 76.3% | 64.1%+12.2pp | 83.0%-6.8pp | 70.9%+5.4pp |
| Annual return | -4.16% | 1319.68%-1323.8pp | 735.12%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,086 | $1,614-32.7% | $5,298-79.5% | $2,078-47.8% |
| Participant deferral / active EE | $3,369 | $2,068+62.9% | $5,081-33.7% | $3,356+0.4% |
| Admin fee / account holder | $205 | $102+101.3% | $13,411-98.5% | $115+77.6% |