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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $52,320 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,364 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $78,924 | $71,666+10.1% | $117,854-33.0% | $69,631+13.3% |
| Participation rate | 95.3% | 77.5%+17.8pp | 79.7%+15.6pp | 70.7%+24.6pp |
| Annual return | 17.49% | 18.86%-1.4pp | 335.08%-317.6pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,402 | $1,889+27.1% | $3,786-36.6% | $2,032+18.2% |
| Participant deferral / active EE | $4,295 | $3,340+28.6% | $4,482-4.2% | $3,224+33.2% |
| Admin fee / account holder | $293 | $120+143.3% | $8,020-96.3% | $110+165.1% |