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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $96,685 |
Filed as: RAYMOND JAMES FIN SERVICES Service code 16 · EIN 59-2937883 | Consulting | $16,800 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $10,174 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,710 | $47,456+122.8% | $172,739-38.8% | $77,787+35.9% |
| Participation rate | 95.0% | 66.3%+28.7pp | 82.6%+12.4pp | 73.2%+21.8pp |
| Annual return | 18.44% | 35.57%-17.1pp | 802.84%-784.4pp | 32.57%-14.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,910 | $2,560+287.2% | $5,198+90.7% | $3,967+149.8% |
| Admin fee / account holder | $70 | $81-13.6% | $13,954-99.5% | $100-30.2% |