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 FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $29,124 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,236 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,832 | $155,795-53.9% | $136,294-47.3% | $69,631+3.2% |
| Participation rate | 88.3% | 75.2%+13.1pp | 81.9%+6.4pp | 70.7%+17.6pp |
| Annual return | 15.98% | 232464.33%-232448.4pp | 5155.94%-5140.0pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,085 | $2,991-63.7% | $4,695-76.9% | $2,032-46.6% |
| Participant deferral / active EE | $4,726 | $5,394-12.4% | $6,247-24.3% | $3,224+46.6% |
| Admin fee / account holder | $49 | $128-61.9% | $9,243-99.5% | $110-55.8% |