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 | $42,292 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $41,653 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $88,525 | $88,122+0.5% | $141,162-37.3% | $67,579+31.0% |
| Participation rate | 92.6% | 76.5%+16.2pp | 82.5%+10.1pp | 71.3%+21.3pp |
| Annual return | 22.29% | 75.40%-53.1pp | 71.39%-49.1pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,301 | $3,224-59.7% | $4,735-72.5% | $2,148-39.4% |
| Participant deferral / active EE | $5,647 | $5,958-5.2% | $6,709-15.8% | $3,539+59.6% |
| Admin fee / account holder | $112 | $131-14.4% | $10,261-98.9% | $142-21.2% |