Filed April 16, 2018
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 8-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 13 · EIN 42-0127290 | Contract Administrator | $48,413 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,556 | $41,078+27.9% | $80,569-34.8% | $71,457-26.5% |
| Participation rate | 90.1% | 50.2%+39.9pp | 67.0%+23.1pp | 67.9%+22.2pp |
| Annual return | 15.85% | 38.45%-22.6pp | 935.43%-919.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,803 | $1,506+86.2% | $2,723+2.9% | $2,588+8.3% |
| Participant deferral / active EE | $3,728 | $2,699+38.1% | $4,447-16.2% | $4,289-13.1% |
| Admin fee / account holder | $281 | $1,840-84.7% | $5,377-94.8% | $1,587-82.3% |