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 |
|---|---|---|
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 29 · EIN 46-3862389 | Legal | $13,261 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $8,750 |
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $6,187 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$16,713 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,667 | $101,317+239.2% | $146,958+133.9% | $74,495+361.3% |
| Participation rate | 78.3% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 15.90% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $3,448 | $3,810-9.5% | $4,933-30.1% | $2,623+31.5% |
| Participant deferral / active EE | $5,091 | $7,303-30.3% | $8,070-36.9% | $4,346+17.1% |
| Admin fee / account holder | $118 | $1,739-93.2% | $12,998-99.1% | $1,942-93.9% |