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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 55 · EIN 59-2937883 | Other Commissions | $60,006 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,185 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,328 | $69,231-38.9% | $91,989-54.0% | $67,579-37.4% |
| Participation rate | 92.1% | 78.9%+13.2pp | 78.6%+13.4pp | 71.3%+20.8pp |
| Annual return | 27.65% | 32.03%-4.4pp | 69.02%-41.4pp | 378.56%-350.9pp |
| Employer contribution / active EE | $1,086 | $2,284-52.5% | $3,452-68.5% | $2,148-49.4% |
| Participant deferral / active EE | $2,370 | $5,854-59.5% | $5,923-60.0% | $3,539-33.0% |
| Admin fee / account holder | $9 | $107-91.3% | $7,743-99.9% | $142-93.4% |