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 SERVICES3+ years Service code 27 147 S MCKINLEY ST · CASPER, WY 82601 | Advisory (Plan) | $24,399 |
ERIA2 years Service code 27 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Advisory (Plan) | $15,028 |
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $7,456 |
PAI3+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,740 |
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 | $100,097 | $57,354+74.5% | $83,848+19.4% | $64,186+55.9% |
| Participation rate | 93.4% | 68.6%+24.8pp | 76.1%+17.3pp | 69.6%+23.8pp |
| Annual return | -6.60% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,757 | $2,545+8.3% | $3,631-24.1% | $2,381+15.8% |
| Participant deferral / active EE | $5,091 | $2,993+70.1% | $4,082+24.7% | $3,470+46.7% |
| Admin fee / account holder | $155 | $4,046-96.2% | $5,478-97.2% | $4,888-96.8% |