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 | $53,256 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $1,885 |
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 | $188,135 | $101,724+84.9% | $164,813+14.2% | $80,856+132.7% |
| Participation rate | 97.3% | 71.8%+25.4pp | 78.6%+18.7pp | 67.6%+29.6pp |
| Annual return | 18.69% | 16.72%+2.0pp | 69.93%-51.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $6,229 | $2,953+110.9% | $4,341+43.5% | $2,755+126.1% |
| Participant deferral / active EE | $7,325 | $4,477+63.6% | $6,031+21.4% | $4,296+70.5% |
| Admin fee / account holder | $445 | $8,227-94.6% | $12,690-96.5% | $6,918-93.6% |