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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,330 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,753 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1199408 | Advisory (Plan) | $18,636 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $10,000 |
Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 22 · EIN 04-2865307 | Insurance Broker | $8,450 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,224 | $92,091-73.7% | $62,995-61.5% | $77,958-68.9% |
| Participation rate | 18.2% | 74.5%-56.3pp | 74.8%-56.6pp | 71.6%-53.5pp |
| Annual return | 16.64% | 16.23%+0.4pp | 87.57%-70.9pp | 20.87%-4.2pp |
| Employer contribution / active EE | $96 | $3,424-97.2% | $2,759-96.5% | $2,310-95.8% |
| Participant deferral / active EE | $695 | $3,361-79.3% | $3,329-79.1% | $3,537-80.3% |
| Admin fee / account holder | $122 | $48+154.3% | $3,600-96.6% | $97+25.1% |