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 CO4 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $178,919 |
Filed as: RAYMOND JAMES FINC SRVCS ADVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,700 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $10,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,905 | $45,000+157.6% | $143,757-19.4% | $77,904+48.8% |
| Participation rate | 98.5% | 66.8%+31.7pp | 80.3%+18.2pp | 73.7%+24.8pp |
| Annual return | -15.22% | 29.03%-44.2pp | -0.04%-15.2pp | 12.21%-27.4pp |
| Employer contribution / active EE | $12,119 | $1,870+548.2% | $4,951+144.8% | $2,848+325.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $85 | $98-14.1% | $14,673-99.4% | $133-36.2% |