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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $9,002 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,497 | $36,767+42.8% | $81,478-35.6% | $62,292-15.7% |
| Participation rate | 51.5% | 54.4%-3.0pp | 68.0%-16.5pp | 69.5%-18.0pp |
| Annual return | 21.87% | 173.80%-151.9pp | 38.78%-16.9pp | 28.90%-7.0pp |
| Employer contribution / active EE | $1,153 | $1,128+2.2% | $2,568-55.1% | $2,042-43.5% |
| Participant deferral / active EE | $4,322 | $2,111+104.8% | $3,537+22.2% | $3,169+36.4% |
| Admin fee / account holder | $126 | $797-84.2% | $4,561-97.2% | $479-73.7% |