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 |
|---|---|---|
ERISA SERVICES, INC.2+ years Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $7,023 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,526 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 | Other Commissions | $4,879 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $4,866 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 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 | $51,048 | $56,629-9.9% | $77,999-34.6% | $55,167-7.5% |
| Participation rate | 59.8% | 73.3%-13.5pp | 75.5%-15.7pp | 69.0%-9.2pp |
| Annual return | 4.54% | 2866.98%-2862.4pp | 425.96%-421.4pp | 169.23%-164.7pp |
| Employer contribution / active EE | $327 | $1,723-81.0% | $2,470-86.8% | $1,963-83.3% |
| Participant deferral / active EE | $2,004 | $2,777-27.8% | $3,497-42.7% | $3,054-34.4% |
| Admin fee / account holder | $98 | $467-79.0% | $5,480-98.2% | $504-80.6% |