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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $122,814 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 99 · EIN 59-2937883 | Other Fees | $26,005 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,093 | $85,135-56.4% | $98,907-62.5% | $73,409-49.5% |
| Participation rate | 79.8% | 81.1%-1.4pp | 76.0%+3.7pp | 72.2%+7.6pp |
| Annual return | 19.44% | 19.14%+0.3pp | 196.43%-177.0pp | 59.29%-39.9pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,753 | $4,349-36.7% | $4,244-35.1% | $3,805-27.7% |
| Admin fee / account holder | $137 | $139-1.8% | $6,642-97.9% | $158-13.4% |