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 | Float revenue; Shareholder servicing ... | $95,267 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $27,163 |
ALTMAN, ROGERS & CO2 years Service code 10 · EIN 92-0143182 | Accounting | $11,500 |
NATIONAL FINANCIAL SERVICES3+ 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 | $42,675 | $55,331-22.9% | $81,812-47.8% | $199,593-78.6% |
| Participation rate | 46.2% | 62.5%-16.3pp | 72.3%-26.2pp | 72.0%-25.8pp |
| Annual return | 29.07% | 19.59%+9.5pp | 773.79%-744.7pp | 34.25%-5.2pp |
| Employer contribution / active EE | $0 | $2,101-100.0% | $2,912-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,928 | $3,283+19.7% | $4,319-9.0% | $5,087-22.8% |
| Admin fee / account holder | $178 | $346-48.5% | $7,386-97.6% | $269-33.8% |