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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $7,205 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,176 |
Annual investment return 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 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 | $23,285 | $56,629-58.9% | $77,999-70.1% | $55,167-57.8% |
| Participation rate | 75.6% | 73.3%+2.3pp | 75.5%+0.1pp | 69.0%+6.6pp |
| Annual return | 1.99% | 2866.98%-2865.0pp | 425.96%-424.0pp | 169.23%-167.2pp |
| Employer contribution / active EE | $585 | $1,723-66.1% | $2,470-76.3% | $1,963-70.2% |
| Participant deferral / active EE | $2,070 | $2,777-25.5% | $3,497-40.8% | $3,054-32.2% |
| Admin fee / account holder | $47 | $467-89.9% | $5,480-99.1% | $504-90.7% |