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 Service code 15 · EIN 59-1237041 | Recordkeeping | $110,958 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $195,013 | $81,900+138.1% | $119,609+63.0% | $68,494+184.7% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | 4.48% | -23.82%+28.3pp | -14.97%+19.4pp | -7.84%+12.3pp |
| Employer contribution / active EE | $5,475 | $2,693+103.3% | $4,232+29.4% | $2,596+110.9% |
| Participant deferral / active EE | $6,420 | $4,148+54.8% | $5,602+14.6% | $4,027+59.4% |
| Admin fee / account holder | $488 | $6,582-92.6% | $10,323-95.3% | $5,403-91.0% |