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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $46,734 |
JONES & MALHOTRA2 years Service code 10 · EIN 95-4668647 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,923 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,825 | $84,936-20.1% | $111,297-39.1% | $79,386-14.6% |
| Participation rate | 85.5% | 75.9%+9.6pp | 77.3%+8.2pp | 70.7%+14.8pp |
| Annual return | 12.77% | 17.45%-4.7pp | 54.65%-41.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,808 | $3,888+49.4% | $4,487+29.4% | $4,046+43.6% |
| Admin fee / account holder | $220 | $537-59.1% | $7,964-97.2% | $626-64.9% |