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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 21 · EIN 59-1237041 | Bank Trustee | $46,465 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 | Bank Trustee | $31,969 |
EXPERTPLAN, INC.1+ years Service code 21 · EIN 52-2269494 | Bank Trustee | $9,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,352 | $39,458+2.3% | $60,547-33.4% | $55,191-26.9% |
| Participation rate | 62.1% | 59.6%+2.5pp | 68.0%-5.9pp | 69.2%-7.1pp |
| Annual return | -1.02% | 3.35%-4.4pp | 335.64%-336.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $688 | $1,210-43.1% | $2,419-71.6% | $1,899-63.8% |
| Participant deferral / active EE | $2,181 | $2,140+1.9% | $3,328-34.5% | $3,046-28.4% |
| Admin fee / account holder | $123 | $95+29.2% | $4,536-97.3% | $91+35.4% |