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 | $6,946 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 27 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $5,950 |
CHERRY BEKAERT LLP3+ years Service code 13 | Contract Administrator | $1,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,004 | $36,767-32.0% | $81,478-69.3% | $62,292-59.9% |
| Participation rate | 61.9% | 54.4%+7.5pp | 68.0%-6.1pp | 69.5%-7.6pp |
| Annual return | 20.57% | 173.80%-153.2pp | 38.78%-18.2pp | 28.90%-8.3pp |
| Employer contribution / active EE | $429 | $1,128-62.0% | $2,568-83.3% | $2,042-79.0% |
| Participant deferral / active EE | $1,515 | $2,111-28.2% | $3,537-57.1% | $3,169-52.2% |
| Admin fee / account holder | $88 | $797-89.0% | $4,561-98.1% | $479-81.7% |