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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 27 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $50,124 |
FORVIS, LLP1 year Filed as: FORVIS WEALTH ADVISORS, LLC Service code 10 1201 WALNUT STREET SUITE 1700 · KANSAS CITY, MO 64105 | Accounting | $22,196 |
KRAFT CPAS, PLLC3 years Service code 10 555 GREAT CIRCLE RD. · NASHVILLE, TN 37228 | Accounting | $13,515 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT SRVCS Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,398 | $107,218-26.9% | $115,768-32.3% | $79,634-1.6% |
| Participation rate | 38.5% | 76.8%-38.3pp | 74.4%-35.9pp | 62.5%-24.0pp |
| Annual return | 5.39% | 15.41%-10.0pp | 100.46%-95.1pp | 36.46%-31.1pp |
| Employer contribution / active EE | $0 | $3,627-100.0% | $2,940-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,191 | $5,091-76.6% | $4,917-75.8% | $3,835-68.9% |
| Admin fee / account holder | $93 | $576-83.8% | $12,439-99.2% | $1,002-90.7% |