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 | $35,948 |
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 | $116,363 | $65,223+78.4% | $80,019+45.4% | $55,725+108.8% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -3.11% | 7.59%-10.7pp | 11.22%-14.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,674 | $2,544+44.4% | $2,468+48.9% | $2,078+76.8% |
| Participant deferral / active EE | $9,031 | $3,881+132.7% | $3,686+145.0% | $3,356+169.1% |
| Admin fee / account holder | $181 | $114+58.8% | $6,521-97.2% | $115+57.4% |