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) | $11,706 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,447 |
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 | $56,333 | $33,067+70.4% | $76,523-26.4% | $56,287+0.1% |
| Participation rate | 47.9% | 55.4%-7.5pp | 68.0%-20.1pp | 69.9%-21.9pp |
| Annual return | -6.36% | 2.72%-9.1pp | -0.27%-6.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,038 | $1,200-13.5% | $2,647-60.8% | $2,111-50.8% |
| Participant deferral / active EE | $3,673 | $2,240+64.0% | $3,835-4.2% | $3,350+9.7% |
| Admin fee / account holder | $223 | $537-58.5% | $4,848-95.4% | $521-57.2% |