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 FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $3,574 |
INCERA & ASSOCIATES6+ years Service code 15 · EIN 59-1655471 | Recordkeeping | $900 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $80 |
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 | $85,638 | $69,362+23.5% | $101,248-15.4% | $73,488+16.5% |
| Participation rate | 74.8% | 68.4%+6.4pp | 75.8%-1.0pp | 70.7%+4.1pp |
| Annual return | 20.93% | 18.46%+2.5pp | 46.47%-25.5pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,135 | $2,628-56.8% | $3,660-69.0% | $2,270-50.0% |
| Participant deferral / active EE | $2,301 | $3,300-30.3% | $4,370-47.4% | $3,740-38.5% |
| Admin fee / account holder | $190 | $704-73.0% | $5,945-96.8% | $513-63.0% |