Filed May 11, 2023 (most recent of 2 filings on file)
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 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES ET9 · BUFFALO, NY 142016000 | Recordkeeping | $6,109 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $5,714 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,494 | $54,701-88.1% | $86,188-92.5% | $71,457-90.9% |
| Participation rate | 83.1% | 60.1%+23.0pp | 69.0%+14.2pp | 67.9%+15.2pp |
| Annual return | 13.90% | 20.06%-6.2pp | 1168.45%-1154.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $433 | $1,265-65.7% | $2,380-81.8% | $2,588-83.3% |
| Participant deferral / active EE | $1,358 | $3,108-56.3% | $3,985-65.9% | $4,289-68.3% |
| Admin fee / account holder | $117 | $1,922-93.9% | $6,852-98.3% | $1,587-92.6% |