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 7-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 Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1517485 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $10,984 |
PINNACLE PENSION SERVICES2+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST. · BOISE, ID 83702 | Contract Administrator | $7,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,101 | $84,948-81.0% | $70,449-77.1% | $73,409-78.1% |
| Participation rate | 44.6% | 79.9%-35.3pp | 75.1%-30.4pp | 72.2%-27.5pp |
| Annual return | 16.49% | 13.39%+3.1pp | 109.03%-92.5pp | 59.29%-42.8pp |
| Employer contribution / active EE | $767 | $2,834-72.9% | $2,737-72.0% | $2,234-65.6% |
| Participant deferral / active EE | $1,332 | $3,387-60.7% | $3,709-64.1% | $3,805-65.0% |
| Admin fee / account holder | $56 | $98-43.2% | $3,845-98.6% | $158-64.7% |