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 SERVICES2+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,478 |
AVINTUS2+ years Filed as: AVINTUS,LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $4,950 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $2,850 |
AVINTUS2+ years Service code 15 | Recordkeeping | $225 |
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 | $25,234 | $50,106-49.6% | $70,014-64.0% | $57,658-56.2% |
| Participation rate | 47.9% | 70.9%-23.0pp | 71.8%-23.9pp | 70.2%-22.4pp |
| Annual return | 8.11% | 14.58%-6.5pp | 12.99%-4.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,040 | $1,739-40.2% | $2,338-55.5% | $1,974-47.3% |
| Participant deferral / active EE | $1,366 | $2,486-45.1% | $2,931-53.4% | $3,061-55.4% |
| Admin fee / account holder | $36 | $89-59.3% | $4,380-99.2% | $95-61.6% |