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 26 · EIN 59-1237041 | Advisory (Participants) | $19,042 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,926 | $65,061-58.6% | $143,757-81.3% | $66,914-59.8% |
| Participation rate | 33.8% | 65.2%-31.4pp | 80.3%-46.6pp | 69.8%-36.1pp |
| Annual return | -15.87% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,104 | $2,361-53.2% | $4,951-77.7% | $2,544-56.6% |
| Participant deferral / active EE | $1,743 | $2,919-40.3% | $5,637-69.1% | $4,237-58.9% |
| Admin fee / account holder | $221 | $502-55.9% | $14,673-98.5% | $593-62.7% |