See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $51,130 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-1531281 | Other Fees | $40,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,470 | $79,171-33.7% | $102,423-48.8% | $74,495-29.6% |
| Participation rate | 75.3% | 74.8%+0.5pp | 76.5%-1.2pp | 67.2%+8.1pp |
| Annual return | 13.01% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,024 | $2,362-56.6% | $3,023-66.1% | $2,623-60.9% |
| Participant deferral / active EE | $6,022 | $4,415+36.4% | $5,053+19.2% | $4,346+38.6% |
| Admin fee / account holder | $153 | $2,001-92.3% | $9,451-98.4% | $1,942-92.1% |