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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $33,970 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $8,726 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,487 | $43,113-45.5% | $82,719-71.6% | $77,904-69.9% |
| Participation rate | 35.1% | 63.8%-28.7pp | 72.6%-37.4pp | 73.7%-38.5pp |
| Annual return | 0.00% | 2.60%-2.6pp | 701.18%-701.2pp | 12.21%-12.2pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,927 | $3,057-4.2% | $4,395-33.4% | $4,806-39.1% |
| Admin fee / account holder | $72 | $102-29.2% | $5,329-98.6% | $133-45.3% |