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 | $51,353 |
ADP BROKER-DEALER8+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,030 | $91,538+102.1% | $129,995+42.3% | $75,163+146.2% |
| Participation rate | 92.6% | 71.4%+21.2pp | 78.5%+14.1pp | 67.2%+25.4pp |
| Annual return | -6.68% | -631.11%+624.4pp | -137.18%+130.5pp | 160.62%-167.3pp |
| Employer contribution / active EE | $5,604 | $2,845+97.0% | $4,320+29.7% | $2,670+109.9% |
| Participant deferral / active EE | $6,707 | $4,341+54.5% | $5,820+15.2% | $4,125+62.6% |
| Admin fee / account holder | $444 | $6,790-93.5% | $10,614-95.8% | $5,651-92.1% |