Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 26 · EIN 59-1237041 | Advisory (Participants) | $95,352 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$100,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,957 | $88,982-25.9% | $102,438-35.6% | $77,671-15.1% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 12.22% | 25.01%-12.8pp | 29.37%-17.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $2,507 | $2,698-7.1% | $3,024-17.1% | $2,726-8.0% |
| Participant deferral / active EE | $4,363 | $5,144-15.2% | $5,054-13.7% | $4,648-6.1% |
| Admin fee / account holder | $166 | $236-29.3% | $9,448-98.2% | $430-61.3% |