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 | Participant communication; Claims pro... | $56,322 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $17,856 |
ALTMAN, ROGERS & CO1 year Service code 10 · EIN 92-0143182 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES2+ 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 | $32,124 | $52,660-39.0% | $86,612-62.9% | $80,160-59.9% |
| Participation rate | 43.3% | 62.4%-19.1pp | 71.7%-28.4pp | 72.9%-29.6pp |
| Annual return | 24.24% | 24.87%-0.6pp | 591.07%-566.8pp | 40.38%-16.1pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,538 | $3,215+10.0% | $4,438-20.3% | $5,017-29.5% |
| Admin fee / account holder | $128 | $113+13.9% | $5,614-97.7% | $145-11.3% |