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 | $24,226 |
Filed as: RAYMOND JAMES&ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $9,515 |
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 | $37,636 | $50,666-25.7% | $76,817-51.0% | $65,185-42.3% |
| Participation rate | 86.6% | 68.8%+17.8pp | 72.1%+14.5pp | 70.2%+16.4pp |
| Annual return | 20.00% | 28.51%-8.5pp | 1166.11%-1146.1pp | 29.38%-9.4pp |
| Employer contribution / active EE | $634 | $1,575-59.7% | $2,302-72.4% | $2,177-70.9% |
| Participant deferral / active EE | $3,211 | $2,647+21.3% | $3,336-3.7% | $3,514-8.6% |
| Admin fee / account holder | $266 | $463-42.6% | $6,420-95.9% | $847-68.6% |