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 64 · EIN 84-0467907 | Recordkeeping Fees | $4,991 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $4,204 |
CHERRY BEKAERT LLP1+ years Service code 13 | Contract Administrator | $1,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,719 | $31,109-43.0% | $67,711-73.8% | $52,331-66.1% |
| Participation rate | 33.6% | 54.0%-20.4pp | 67.5%-33.9pp | 68.1%-34.5pp |
| Annual return | 19.87% | 23.70%-3.8pp | 25.41%-5.5pp | 4.54%+15.3pp |
| Employer contribution / active EE | $74 | $1,076-93.2% | $2,559-97.1% | $1,882-96.1% |
| Participant deferral / active EE | $909 | $1,970-53.9% | $3,585-74.6% | $3,022-69.9% |
| Admin fee / account holder | $71 | $466-84.7% | $4,255-98.3% | $592-87.9% |