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 AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $75,605 |
RPCG, LLC1 year Filed as: SCP RETIREMENT STRATEGIES LLC Service code 49 | Other Services | $18,318 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST · CHICAGO, IL 60602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,128 | $92,055-23.8% | $106,213-34.0% | $77,643-9.7% |
| Participation rate | 61.3% | 81.0%-19.7pp | 75.3%-14.0pp | 70.6%-9.2pp |
| Annual return | 14.80% | 17.91%-3.1pp | 116.14%-101.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,485 | $3,367-26.2% | $3,171-21.6% | $2,726-8.8% |
| Participant deferral / active EE | $4,551 | $5,386-15.5% | $5,016-9.3% | $4,647-2.1% |
| Admin fee / account holder | $204 | $219-7.0% | $11,033-98.2% | $430-52.7% |