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 3-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 SERVICES1+ years Service code 99 · EIN 59-2937883 | Other Fees | $7,487 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,190 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,774 | $86,655+18.6% | $119,609-14.1% | $66,914+53.6% |
| Participation rate | 72.2% | 75.6%-3.4pp | 79.3%-7.1pp | 69.8%+2.4pp |
| Annual return | 0.00% | -8.00%+8.0pp | -14.97%+15.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $5,935 | $2,536+134.0% | $4,232+40.2% | $2,544+133.3% |
| Participant deferral / active EE | $8,768 | $4,358+101.2% | $5,602+56.5% | $4,237+107.0% |
| Admin fee / account holder | $43 | $755-94.3% | $10,323-99.6% | $593-92.7% |