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 & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $28,824 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,639 | $74,024+48.1% | $77,999+40.6% | $57,658+90.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 5.71% | 12.14%-6.4pp | 425.96%-420.3pp | 5.13%+0.6pp |
| Employer contribution / active EE | $3,700 | $2,365+56.4% | $2,470+49.8% | $1,974+87.5% |
| Participant deferral / active EE | $7,784 | $3,533+120.3% | $3,497+122.6% | $3,061+154.3% |
| Admin fee / account holder | $176 | $93+88.7% | $5,480-96.8% | $95+86.1% |