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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 28 150 SECOND AVE NORTH, SUITE 1450 · ST. PETERSBURG, FL 33701 | Investment Management | $9,928 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 600 S NICOLET ROAD · APPLETON, WI 54914 | Recordkeeping | $3,058 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 17 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Pension Consulting | $2,681 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON FINANCIAL, LLC Service code 26 · EIN 26-2409128 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $670 |
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 | $6,656 | $84,948-92.2% | $70,449-90.6% | $73,409-90.9% |
| Participation rate | 55.7% | 79.9%-24.2pp | 75.1%-19.3pp | 72.2%-16.4pp |
| Annual return | 0.00% | 13.39%-13.4pp | 109.03%-109.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $636 | $2,834-77.6% | $2,737-76.8% | $2,234-71.5% |
| Participant deferral / active EE | $1,293 | $3,387-61.8% | $3,709-65.1% | $3,805-66.0% |
| Admin fee / account holder | $82 | $98-16.1% | $3,845-97.9% | $158-47.9% |