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 SERVICES2+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $39,480 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,972 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,877 | $74,089-16.5% | $133,980-53.8% | $55,167+12.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 9.62% | 12.11%-2.5pp | 29.30%-19.7pp | 169.23%-159.6pp |
| Employer contribution / active EE | $3,046 | $3,064-0.6% | $5,211-41.5% | $1,963+55.2% |
| Participant deferral / active EE | $3,006 | $4,678-35.7% | $6,282-52.1% | $3,054-1.6% |
| Admin fee / account holder | $199 | $458-56.7% | $9,324-97.9% | $504-60.6% |