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 FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,591 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,410 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,134 | $59,417-37.5% | $93,606-60.3% | $74,495-50.2% |
| Participation rate | 85.1% | 59.7%+25.4pp | 68.7%+16.3pp | 67.2%+17.9pp |
| Annual return | 15.75% | 81.83%-66.1pp | 133.20%-117.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $232 | $1,264-81.6% | $2,420-90.4% | $2,623-91.1% |
| Participant deferral / active EE | $1,468 | $3,050-51.9% | $4,411-66.7% | $4,346-66.2% |
| Admin fee / account holder | $227 | $3,021-92.5% | $8,285-97.3% | $1,942-88.3% |