See peer percentile detail. $4.99 for your first month.
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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.3+ years Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $7,136 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 | Other Commissions | $5,431 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $5,406 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,969 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
UBS FINANCIAL SERVICES INC3+ 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.
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 | $54,591 | $63,299-13.8% | $91,001-40.0% | $62,292-12.4% |
| Participation rate | 58.0% | 73.3%-15.3pp | 75.6%-17.6pp | 69.5%-11.5pp |
| Annual return | 14.62% | 20.99%-6.4pp | 4.60%+10.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $339 | $1,807-81.3% | $2,456-86.2% | $2,042-83.4% |
| Participant deferral / active EE | $2,055 | $2,943-30.2% | $3,547-42.1% | $3,169-35.1% |
| Admin fee / account holder | $82 | $468-82.4% | $5,417-98.5% | $479-82.8% |