See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FNCL SRVS Service code 26 · EIN 59-2937883 | Advisory (Participants) | $17,364 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,785 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,019 |
THE ROSE FINANCIAL GROUP LLC7 years Service code 15 · EIN 35-2130755 | Recordkeeping | $1,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,973 | $65,061-55.5% | $143,757-79.8% | $66,914-56.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.92% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,968 | $2,361+25.7% | $4,951-40.1% | $2,544+16.6% |
| Participant deferral / active EE | $4,092 | $2,919+40.2% | $5,637-27.4% | $4,237-3.4% |
| Admin fee / account holder | $109 | $502-78.3% | $14,673-99.3% | $593-81.6% |