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 | $17,314 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,912 |
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 | $60,067 | $54,517+10.2% | $75,972-20.9% | $74,495-19.4% |
| Participation rate | 53.0% | 60.3%-7.3pp | 69.1%-16.1pp | 67.2%-14.2pp |
| Annual return | 12.16% | 31.82%-19.7pp | 359.55%-347.4pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $946 | $1,777-46.8% | $2,685-64.8% | $2,623-63.9% |
| Participant deferral / active EE | $3,271 | $3,066+6.7% | $4,255-23.1% | $4,346-24.7% |
| Admin fee / account holder | $274 | $2,229-87.7% | $6,467-95.8% | $1,942-85.9% |