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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 27 147 S MCKINLEY ST · CASPER, WY 82601 | Advisory (Plan) | $20,632 |
ERIA1 year Service code 27 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Advisory (Plan) | $15,477 |
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $13,582 |
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 | $98,812 | $58,726+68.3% | $92,233+7.1% | $62,292+58.6% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.5%+22.5pp | 69.5%+29.5pp |
| Annual return | 15.33% | 43.62%-28.3pp | 176.28%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,471 | $2,392+3.3% | $3,679-32.8% | $2,042+21.0% |
| Participant deferral / active EE | $4,376 | $2,766+58.2% | $3,897+12.3% | $3,169+38.1% |
| Admin fee / account holder | $128 | $556-76.9% | $5,194-97.5% | $479-73.2% |