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 | $22,868 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,811 | $56,423-34.8% | $77,163-52.3% | $71,457-48.5% |
| Participation rate | 73.7% | 64.3%+9.3pp | 69.6%+4.1pp | 67.9%+5.7pp |
| Annual return | 16.53% | 19.05%-2.5pp | 37.87%-21.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $528 | $1,866-71.7% | $2,535-79.2% | $2,588-79.6% |
| Participant deferral / active EE | $2,627 | $3,142-16.4% | $3,833-31.5% | $4,289-38.7% |
| Admin fee / account holder | $219 | $1,429-84.7% | $5,472-96.0% | $1,587-86.2% |