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 37 · EIN 04-2647786 | Loan Processing | $12,025 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 26 PO BOX 12749 · ST PETERSBURG, FL 33733 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,699 | $74,024-49.1% | $77,999-51.7% | $57,658-34.6% |
| Participation rate | 94.2% | 79.7%+14.5pp | 75.5%+18.7pp | 70.2%+24.0pp |
| Annual return | 4.36% | 12.14%-7.8pp | 425.96%-421.6pp | 5.13%-0.8pp |
| Employer contribution / active EE | $1,750 | $2,365-26.0% | $2,470-29.1% | $1,974-11.3% |
| Participant deferral / active EE | $1,636 | $3,533-53.7% | $3,497-53.2% | $3,061-46.5% |
| Admin fee / account holder | $12 | $93-87.6% | $5,480-99.8% | $95-87.8% |