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 | $58,451 |
ADP BROKER-DEALER10+ 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 | $201,317 | $109,413+84.0% | $156,263+28.8% | $84,808+137.4% |
| Participation rate | 93.7% | 72.7%+21.0pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 4.83% | 20.18%-15.4pp | 59.47%-54.6pp | 40.90%-36.1pp |
| Employer contribution / active EE | $5,421 | $2,907+86.5% | $4,333+25.1% | $2,631+106.0% |
| Participant deferral / active EE | $6,210 | $4,590+35.3% | $6,158+0.8% | $4,212+47.5% |
| Admin fee / account holder | $488 | $9,357-94.8% | $14,255-96.6% | $7,344-93.4% |