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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 17 · EIN 59-1237041 | Pension Consulting | $30,736 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,357 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,010 | $44,764-15.1% | $68,791-44.7% | $64,808-41.4% |
| Participation rate | 81.3% | 64.8%+16.5pp | 69.0%+12.2pp | 71.5%+9.8pp |
| Annual return | -17.25% | -10.91%-6.3pp | -6.38%-10.9pp | 32.82%-50.1pp |
| Employer contribution / active EE | $898 | $1,775-49.4% | $2,655-66.2% | $2,506-64.2% |
| Participant deferral / active EE | $3,855 | $3,238+19.0% | $3,941-2.2% | $4,310-10.6% |
| Admin fee / account holder | $110 | $151-27.1% | $4,932-97.8% | $188-41.2% |