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 | $19,138 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,347 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 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 | $21,724 | $64,286-66.2% | $90,951-76.1% | $73,409-70.4% |
| Participation rate | 88.8% | 63.6%+25.2pp | 69.0%+19.8pp | 72.2%+16.6pp |
| Annual return | 19.80% | 21.45%-1.7pp | 134.60%-114.8pp | 59.29%-39.5pp |
| Employer contribution / active EE | $100 | $895-88.8% | $2,122-95.3% | $2,234-95.5% |
| Participant deferral / active EE | $2,895 | $2,453+18.0% | $3,373-14.2% | $3,805-23.9% |
| Admin fee / account holder | $98 | $287-65.9% | $5,959-98.4% | $158-37.9% |