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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,008 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $14,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,737 | $35,485+23.3% | $74,550-41.3% | $55,725-21.5% |
| Participation rate | 47.5% | 62.5%-15.1pp | 69.1%-21.7pp | 70.9%-23.4pp |
| Annual return | -5.26% | 0.72%-6.0pp | 32.53%-37.8pp | 244.93%-250.2pp |
| Employer contribution / active EE | $641 | $777-17.5% | $1,961-67.3% | $2,078-69.1% |
| Participant deferral / active EE | $1,108 | $2,181-49.2% | $3,108-64.4% | $3,356-67.0% |
| Admin fee / account holder | $275 | $114+140.7% | $5,060-94.6% | $115+138.9% |