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) | $34,840 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $32,246 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $11,231 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,009 | $59,186-22.3% | $76,768-40.1% | $56,287-18.3% |
| Participation rate | 97.9% | 75.2%+22.7pp | 77.0%+21.0pp | 69.9%+28.1pp |
| Annual return | 55.00% | 6.62%+48.4pp | 2.43%+52.6pp | -9.96%+65.0pp |
| Employer contribution / active EE | $3,377 | $1,759+92.0% | $2,485+35.9% | $2,111+60.0% |
| Participant deferral / active EE | $5,759 | $3,255+77.0% | $3,852+49.5% | $3,350+71.9% |
| Admin fee / account holder | $275 | $489-43.7% | $6,675-95.9% | $521-47.2% |