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 | $5,461 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $4,999 |
CHERRY BEKAERT LLP2+ years Service code 13 | Contract Administrator | $1,452 |
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 | $20,799 | $32,425-35.9% | $74,583-72.1% | $55,167-62.3% |
| Participation rate | 46.2% | 54.0%-7.8pp | 68.1%-22.0pp | 69.0%-22.8pp |
| Annual return | 33.42% | 10.63%+22.8pp | 20.47%+12.9pp | 169.23%-135.8pp |
| Employer contribution / active EE | $145 | $1,043-86.1% | $2,525-94.2% | $1,963-92.6% |
| Participant deferral / active EE | $1,091 | $1,995-45.3% | $3,458-68.5% | $3,054-64.3% |
| Admin fee / account holder | $73 | $748-90.2% | $4,138-98.2% | $504-85.5% |