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 | Shareholder servicing fees; Participa... | $144,550 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $53,474 |
CROWE LLP2+ years 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 commissions and ... | $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 | $44,704 | $50,106-10.8% | $70,014-36.2% | $57,658-22.5% |
| Participation rate | 95.4% | 70.9%+24.5pp | 71.8%+23.6pp | 70.2%+25.2pp |
| Annual return | 6.06% | 14.58%-8.5pp | 12.99%-6.9pp | 5.13%+0.9pp |
| Employer contribution / active EE | $2,447 | $1,739+40.7% | $2,338+4.6% | $1,974+24.0% |
| Participant deferral / active EE | $3,394 | $2,486+36.6% | $2,931+15.8% | $3,061+10.9% |
| Admin fee / account holder | $211 | $89+136.7% | $4,380-95.2% | $95+123.4% |