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 3-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 27 · EIN 59-1517485 | Advisory (Plan) | $68,382 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $25,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,714 | $82,202-28.6% | $125,339-53.2% | $64,808-9.4% |
| Participation rate | 88.2% | 77.9%+10.4pp | 82.4%+5.9pp | 71.5%+16.8pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $2,610 | $3,615-27.8% | $4,814-45.8% | $2,506+4.2% |
| Participant deferral / active EE | $7,282 | $7,175+1.5% | $7,446-2.2% | $4,310+68.9% |
| Admin fee / account holder | $161 | $163-1.1% | $10,010-98.4% | $188-14.0% |