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 5-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 SERVICES5+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,914 | $73,360-17.0% | $177,989-65.8% | $74,495-18.2% |
| Participation rate | 90.5% | 66.6%+23.8pp | 77.1%+13.4pp | 67.2%+23.3pp |
| Annual return | 14.74% | 17.49%-2.7pp | 294.48%-279.7pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,625 | $2,216-26.7% | $3,949-58.9% | $2,623-38.1% |
| Participant deferral / active EE | $3,956 | $4,513-12.3% | $6,276-37.0% | $4,346-9.0% |
| Admin fee / account holder | $85 | $1,808-95.3% | $10,363-99.2% | $1,942-95.6% |