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 CO2 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $135,350 |
Filed as: RAYMOND JAMES FINC SRVCS ADVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $15,525 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $12,263 |
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 | $131,238 | $56,095+134.0% | $178,490-26.5% | $90,288+45.4% |
| Participation rate | 97.5% | 65.6%+32.0pp | 81.9%+15.6pp | 73.4%+24.2pp |
| Annual return | 15.06% | 28.81%-13.8pp | 151.07%-136.0pp | 53.97%-38.9pp |
| Employer contribution / active EE | $6,617 | $1,572+320.8% | $5,011+32.1% | $2,524+162.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $80 | $101-20.6% | $13,984-99.4% | $114-30.0% |