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 | $14,280 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,382 |
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 | $47,974 | $63,442-24.4% | $68,791-30.3% | $66,914-28.3% |
| Participation rate | 51.8% | 60.0%-8.2pp | 69.0%-17.2pp | 69.8%-18.0pp |
| Annual return | -16.18% | -8.29%-7.9pp | -6.38%-9.8pp | 1.58%-17.8pp |
| Employer contribution / active EE | $856 | $1,775-51.8% | $2,655-67.8% | $2,544-66.4% |
| Participant deferral / active EE | $2,986 | $2,945+1.4% | $3,941-24.2% | $4,237-29.5% |
| Admin fee / account holder | $256 | $577-55.7% | $4,932-94.8% | $593-56.9% |