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 |
|---|---|---|
NATIONWIDE3 years Service code 13 | Contract Administrator | $24,246 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $20,160 |
Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE, SUITE 125 · JACKSON, MS 39232 | Contract Administrator | $15,961 |
CARR, RIGGS & INGRAM, LLC7+ years Filed as: CARR RIGGS AND INGRAMN Service code 10 · EIN 72-1396621 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,321 | $56,485-65.8% | $185,823-89.6% | $86,799-77.7% |
| Participation rate | 65.8% | 65.5%+0.3pp | 81.7%-15.9pp | 72.3%-6.5pp |
| Annual return | 10.60% | 118.04%-107.4pp | 122.05%-111.5pp | 97.91%-87.3pp |
| Employer contribution / active EE | $721 | $1,843-60.9% | $5,167-86.0% | $2,405-70.0% |
| Participant deferral / active EE | $1,367 | $2,553-46.5% | $5,568-75.5% | $4,131-66.9% |
| Admin fee / account holder | $194 | $150+29.5% | $16,237-98.8% | $170+14.3% |