See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $17,856 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,690 | $86,929-24.4% | $102,423-35.9% | $80,856-18.8% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.6%+24.8pp |
| Annual return | 12.47% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,409 | $2,369+1.7% | $3,023-20.3% | $2,755-12.6% |
| Participant deferral / active EE | $4,778 | $4,118+16.0% | $5,053-5.4% | $4,296+11.2% |
| Admin fee / account holder | $485 | $8,049-94.0% | $9,451-94.9% | $6,918-93.0% |