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 | $25,109 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $10,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,051 | $54,590-21.1% | $81,930-47.5% | $73,488-41.4% |
| Participation rate | 83.1% | 68.3%+14.8pp | 72.0%+11.1pp | 70.7%+12.4pp |
| Annual return | 12.34% | 17.74%-5.4pp | 29.49%-17.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $717 | $1,636-56.2% | $4,310-83.4% | $2,270-68.4% |
| Participant deferral / active EE | $3,563 | $2,759+29.1% | $7,107-49.9% | $3,740-4.7% |
| Admin fee / account holder | $298 | $592-49.7% | $5,158-94.2% | $513-42.0% |