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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $122,181 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $52,499 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $7,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $54,331 | $50,106+8.4% | $70,014-22.4% | $57,658-5.8% |
| Participation rate | 96.2% | 70.9%+25.3pp | 71.8%+24.4pp | 70.2%+25.9pp |
| Annual return | 10.34% | 14.58%-4.2pp | 12.99%-2.6pp | 5.13%+5.2pp |
| Employer contribution / active EE | $2,549 | $1,739+46.6% | $2,338+9.0% | $1,974+29.2% |
| Participant deferral / active EE | $6,722 | $2,486+170.4% | $2,931+129.4% | $3,061+119.6% |
| Admin fee / account holder | $233 | $89+161.5% | $4,380-94.7% | $95+146.7% |