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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $218,097 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $75,622 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $15,499 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5,714 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $61,509 | $96,458-36.2% | $136,294-54.9% | $77,958-21.1% |
| Participation rate | 82.9% | 75.4%+7.5pp | 81.9%+1.0pp | 71.6%+11.3pp |
| Annual return | 16.39% | 23.78%-7.4pp | 5155.94%-5139.5pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1,527 | $3,144-51.4% | $4,695-67.5% | $2,310-33.9% |
| Participant deferral / active EE | $6,675 | $5,902+13.1% | $6,247+6.9% | $3,537+88.8% |
| Admin fee / account holder | $186 | $80+131.2% | $9,243-98.0% | $97+91.0% |