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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $11,910 |
AVINTUS1+ years Service code 15 | Recordkeeping | $2,041 |
AVINTUS1+ years Filed as: AVINTUS,LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,803 | $48,277-59.0% | $63,517-68.8% | $55,191-64.1% |
| Participation rate | 52.3% | 69.4%-17.1pp | 71.0%-18.7pp | 69.2%-16.8pp |
| Annual return | 19.18% | 2.37%+16.8pp | -70.30%+89.5pp | 10.78%+8.4pp |
| Employer contribution / active EE | $1,143 | $1,592-28.2% | $2,322-50.8% | $1,899-39.8% |
| Participant deferral / active EE | $1,507 | $2,432-38.0% | $2,953-49.0% | $3,046-50.5% |
| Admin fee / account holder | $15 | $86-82.4% | $5,892-99.7% | $91-83.3% |