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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,400 |
FIRST CLEARING LLC2+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 61 PO BOX 12749 · ST PETERSBURG, FL 33733 | Finders' fees / placement fees | $0 |
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 | $82,636 | $63,905+29.3% | $74,183+11.4% | $57,658+43.3% |
| Participation rate | 72.3% | 79.8%-7.4pp | 76.6%-4.3pp | 70.2%+2.1pp |
| Annual return | 7.93% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,691 | $1,840+46.2% | $2,370+13.5% | $1,974+36.3% |
| Participant deferral / active EE | $6,171 | $3,448+79.0% | $3,550+73.9% | $3,061+101.6% |
| Admin fee / account holder | $16 | $91-82.5% | $5,586-99.7% | $95-83.1% |