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 & ASSOCIATES INC Service code 15 · EIN 59-1237041 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Recordkeeping | $16,228 |
NATIONWIDE3 years Service code 19 · EIN 13-3866919 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $10,730 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 15 · EIN 13-3866919 445 HAMILTON AVE, 10TH FLOOR · WHITE PLAINS, NY 10601 | Recordkeeping | $8,079 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,230 | $84,784-84.4% | $98,439-86.6% | $74,419-82.2% |
| Participation rate | 90.2% | 81.5%+8.7pp | 75.2%+15.1pp | 70.7%+19.5pp |
| Annual return | 16.56% | 20.59%-4.0pp | 21.16%-4.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,360 | $3,364-59.6% | $3,048-55.4% | $2,637-48.4% |
| Participant deferral / active EE | $1,696 | $5,218-67.5% | $4,738-64.2% | $4,528-62.5% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |