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 5-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $80,929 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $49,316 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $44,942 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $22,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,013 | $47,278+86.2% | $124,672-29.4% | $93,030-5.4% |
| Participation rate | 47.1% | 51.1%-4.0pp | 74.6%-27.5pp | 73.9%-26.8pp |
| Annual return | 27.57% | 15.27%+12.3pp | 5142.93%-5115.4pp | 158.70%-131.1pp |
| Employer contribution / active EE | $2,110 | $937+125.1% | $3,324-36.5% | $2,706-22.0% |
| Participant deferral / active EE | $2,837 | $1,786+58.8% | $4,614-38.5% | $4,562-37.8% |
| Admin fee / account holder | $68 | $108-37.0% | $7,493-99.1% | $152-55.0% |