See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 | Legal | $13,151 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,269 | $122,239-90.0% | $184,203-93.3% | $74,495-83.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 7.45% | 19.95%-12.5pp | 28.81%-21.4pp | 1364.94%-1357.5pp |
| Employer contribution / active EE | $2,487 | $4,537-45.2% | $6,427-61.3% | $2,623-5.2% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $207 | $1,260-83.6% | $13,901-98.5% | $1,942-89.3% |