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 37 · EIN 04-2647786 | Loan Processing | $11,661 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $9,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,485 | $55,636-3.9% | $81,983-34.8% | $73,488-27.2% |
| Participation rate | 51.8% | 62.3%-10.5pp | 69.2%-17.5pp | 70.7%-18.9pp |
| Annual return | 18.55% | 19.07%-0.5pp | 41.31%-22.8pp | 28.51%-10.0pp |
| Employer contribution / active EE | $641 | $1,625-60.5% | $2,498-74.3% | $2,270-71.8% |
| Participant deferral / active EE | $1,941 | $2,762-29.7% | $3,722-47.9% | $3,740-48.1% |
| Admin fee / account holder | $235 | $493-52.3% | $5,664-95.8% | $513-54.2% |