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 49 · EIN 04-1590850 | Other Services | $16,023 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,829 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,485 | $40,174-59.0% | $84,015-80.4% | $67,579-75.6% |
| Participation rate | 85.2% | 62.7%+22.5pp | 69.0%+16.1pp | 71.3%+13.9pp |
| Annual return | 28.76% | 25.82%+2.9pp | 71.31%-42.5pp | 378.56%-349.8pp |
| Employer contribution / active EE | $71 | $808-91.2% | $1,983-96.4% | $2,148-96.7% |
| Participant deferral / active EE | $2,336 | $2,301+1.5% | $3,239-27.9% | $3,539-34.0% |
| Admin fee / account holder | $75 | $128-41.3% | $6,101-98.8% | $142-47.1% |