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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC8+ years Filed as: CARR RIGGS AND INGRAMN Service code 10 · EIN 72-1396621 | Accounting | $23,300 |
NATIONWIDE4 years Service code 13 | Contract Administrator | $21,565 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $17,791 |
Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE, SUITE 125 · JACKSON, MS 39232 | Contract Administrator | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,339 | $46,292-66.9% | $143,757-89.3% | $64,808-76.3% |
| Participation rate | 64.9% | 64.2%+0.7pp | 80.3%-15.4pp | 71.5%-6.5pp |
| Annual return | -15.72% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $694 | $1,910-63.6% | $4,951-86.0% | $2,506-72.3% |
| Participant deferral / active EE | $1,429 | $2,646-46.0% | $5,637-74.6% | $4,310-66.8% |
| Admin fee / account holder | $194 | $154+26.3% | $14,673-98.7% | $188+3.4% |