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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 26 · EIN 59-1531281 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,865 | $64,909-34.0% | $82,313-47.9% | $62,292-31.2% |
| Participation rate | 33.5% | 74.9%-41.3pp | 76.9%-43.4pp | 69.5%-36.0pp |
| Annual return | 24.92% | 21.18%+3.7pp | 25.88%-1.0pp | 28.90%-4.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,366 | $3,103-56.0% | $3,706-63.1% | $3,169-56.9% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |