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 SERVICES5+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,000 |
EIC5+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $22,919 |
RIDGEWORTH3 years Filed as: KAYNE Service code 27 · EIN 95-4575414 | Advisory (Plan) | $20,504 |
WEDGEWORTH4 years Service code 27 · EIN 43-1468105 | Advisory (Plan) | $18,287 |
KALIFEH BEDSOLE ADAMS PC1 year Filed as: KALIFEH BEDSOLE ADAMS,PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $13,500 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 | Legal | $5,411 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 7.56% | 7.62%-0.1pp | 10.57%-3.0pp | 627.08%-619.5pp |
| Employer contribution / active EE | $8,723 | $18,841-53.7% | $29,483-70.4% | $18,824-53.7% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |