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 Service code 27 · EIN 59-2937883 | Advisory (Plan) | $22,605 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,677 |
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 | $48,172 | $60,165-19.9% | $74,183-35.1% | $55,167-12.7% |
| Participation rate | 95.4% | 74.2%+21.2pp | 76.6%+18.8pp | 69.0%+26.4pp |
| Annual return | 7.35% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,241 | $1,600+40.1% | $2,370-5.5% | $1,963+14.2% |
| Participant deferral / active EE | $3,861 | $2,973+29.9% | $3,550+8.8% | $3,054+26.4% |
| Admin fee / account holder | $263 | $419-37.2% | $5,586-95.3% | $504-47.7% |