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 27 · EIN 59-2937883 | Advisory (Plan) | $26,242 |
WEINSTEIN ZUGMAN, LLC3+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 | Accounting | $16,500 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 27 PO BOX 12749 · ST PETERSBURG, FL 33733 | Advisory (Plan) | $16,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,468 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,473 | $80,753-12.7% | $136,294-48.3% | $62,292+13.1% |
| Participation rate | 89.1% | 73.5%+15.5pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 33.51% | 35.83%-2.3pp | 5155.94%-5122.4pp | 28.90%+4.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,966 | $5,164+34.9% | $6,247+11.5% | $3,169+119.8% |
| Admin fee / account holder | $160 | $525-69.6% | $9,243-98.3% | $479-66.7% |