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 SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $64,293 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,042 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,516 |
Employer 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.
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 | $19,314 | $43,466-55.6% | $90,951-78.8% | $90,288-78.6% |
| Participation rate | 87.8% | 62.5%+25.3pp | 69.0%+18.8pp | 73.4%+14.4pp |
| Annual return | 17.45% | 25.26%-7.8pp | 134.60%-117.2pp | 53.97%-36.5pp |
| Employer contribution / active EE | $0 | $840-100.0% | $2,122-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,313 | $2,138+8.2% | $3,373-31.4% | $4,232-45.3% |
| Admin fee / account holder | $21 | $92-76.6% | $5,959-99.6% | $114-81.2% |