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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,260 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $39,972 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $127,304 | $104,317+22.0% | $159,436-20.2% | $86,799+46.7% |
| Participation rate | 93.6% | 77.7%+15.8pp | 82.8%+10.7pp | 72.3%+21.3pp |
| Annual return | 15.99% | 26.32%-10.3pp | 263.57%-247.6pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,460 | $3,451-57.7% | $4,829-69.8% | $2,405-39.3% |
| Participant deferral / active EE | $6,888 | $6,837+0.8% | $7,352-6.3% | $4,131+66.8% |
| Admin fee / account holder | $147 | $172-14.5% | $10,799-98.6% | $170-13.1% |