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) | $83,939 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,062 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,950 | $91,372-0.5% | $129,995-30.0% | $74,419+22.2% |
| Participation rate | 89.5% | 77.8%+11.7pp | 78.5%+11.0pp | 70.7%+18.7pp |
| Annual return | 19.08% | 23.21%-4.1pp | -137.18%+156.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,108 | $4,721+50.6% | $5,820+22.1% | $4,528+57.0% |
| Admin fee / account holder | $355 | $283+25.2% | $10,614-96.7% | $348+2.0% |