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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $3,856 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,314 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,318 | $47,448-50.9% | $94,993-75.5% | $62,292-62.6% |
| Participation rate | 94.7% | 66.5%+28.2pp | 73.9%+20.8pp | 69.5%+25.2pp |
| Annual return | 19.75% | 22.64%-2.9pp | 27.12%-7.4pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,379 | $1,300+6.1% | $2,603-47.0% | $2,042-32.5% |
| Participant deferral / active EE | $2,890 | $2,375+21.7% | $3,317-12.9% | $3,169-8.8% |
| Admin fee / account holder | $37 | $434-91.5% | $4,960-99.3% | $479-92.3% |