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 & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $18,096 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,024 | $52,293-40.7% | $178,490-82.6% | $73,409-57.7% |
| Participation rate | 32.5% | 65.3%-32.8pp | 81.9%-49.4pp | 72.2%-39.6pp |
| Annual return | 16.03% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $377 | $1,735-78.3% | $5,011-92.5% | $2,234-83.1% |
| Participant deferral / active EE | $585 | $2,332-74.9% | $5,202-88.8% | $3,805-84.6% |
| Admin fee / account holder | $203 | $127+59.3% | $13,984-98.5% | $158+28.5% |