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 6-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 | $25,480 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $10,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,206 | $99,957-54.8% | $149,696-69.8% | $73,488-38.5% |
| Participation rate | 59.0% | 75.7%-16.7pp | 82.5%-23.4pp | 70.7%-11.7pp |
| Annual return | 47.83% | 53.87%-6.0pp | 276.60%-228.8pp | 28.51%+19.3pp |
| Employer contribution / active EE | $2,716 | $3,191-14.9% | $4,644-41.5% | $2,270+19.6% |
| Participant deferral / active EE | $3,744 | $6,073-38.3% | $6,842-45.3% | $3,740+0.1% |
| Admin fee / account holder | $263 | $551-52.3% | $9,309-97.2% | $513-48.8% |