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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $33,800 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY, LLC · CINCINNATI, OH 452770051 | Loan Processing | $18,592 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADIVISORS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,845 |
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 | $80,859 | $49,915+62.0% | $154,803-47.8% | $74,304+8.8% |
| Participation rate | 71.2% | 54.0%+17.3pp | 78.1%-6.9pp | 60.3%+10.9pp |
| Annual return | 15.97% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,738 | $1,611+69.9% | $4,305-36.4% | $2,241+22.2% |
| Participant deferral / active EE | $3,901 | $2,255+73.0% | $5,540-29.6% | $3,767+3.6% |
| Admin fee / account holder | $280 | $2,189-87.2% | $14,329-98.0% | $2,969-90.6% |