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 | $47,960 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,215 | $81,908+24.8% | $90,749+12.6% | $64,808+57.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -15.67% | -12.53%-3.1pp | -12.16%-3.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,362 | $3,065+42.3% | $2,921+49.3% | $2,506+74.1% |
| Participant deferral / active EE | $11,035 | $4,840+128.0% | $4,564+141.8% | $4,310+156.0% |
| Admin fee / account holder | $162 | $157+2.9% | $8,445-98.1% | $188-13.9% |