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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,996 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,980 |
HOBERMAN & LESSER, LLP2+ years Service code 10 · EIN 47-1492235 | Accounting | $18,000 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 21 · EIN 46-3862389 | Bank Trustee | $2,227 |
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 | $81,757 | $46,297+76.6% | $71,671+14.1% | $62,292+31.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.85% | 22.32%-10.5pp | 20.65%-8.8pp | 28.90%-17.0pp |
| Employer contribution / active EE | $999 | $1,412-29.2% | $2,460-59.4% | $2,042-51.1% |
| Participant deferral / active EE | $7,250 | $2,235+224.3% | $3,438+110.9% | $3,169+128.8% |
| Admin fee / account holder | $423 | $461-8.1% | $5,558-92.4% | $479-11.7% |