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 13 · EIN 06-1050034 | Contract Administrator | $39,278 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,000 |
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 | $97,178 | $75,284+29.1% | $91,001+6.8% | $69,631+39.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 14.79% | 48.40%-33.6pp | 4.60%+10.2pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,927 | $2,473+18.4% | $2,456+19.2% | $2,032+44.1% |
| Participant deferral / active EE | $8,465 | $3,700+128.8% | $3,547+138.6% | $3,224+162.6% |
| Admin fee / account holder | $155 | $111+39.7% | $5,417-97.1% | $110+39.9% |