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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,456 |
DEFINITI LLC5 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $4,705 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,818 | $50,815-55.1% | $155,509-85.3% | $77,643-70.6% |
| Participation rate | 16.3% | 63.1%-46.8pp | 78.2%-61.9pp | 70.6%-54.3pp |
| Annual return | 21.72% | 34.80%-13.1pp | 64.67%-43.0pp | 31.24%-9.5pp |
| Employer contribution / active EE | $223 | $1,993-88.8% | $4,672-95.2% | $2,726-91.8% |
| Participant deferral / active EE | $1,249 | $2,822-55.7% | $5,626-77.8% | $4,647-73.1% |
| Admin fee / account holder | $223 | $437-49.0% | $15,912-98.6% | $430-48.3% |