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 42-0127290 | Contract Administrator | $53,383 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $31,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,884 | $48,265+96.6% | $68,791+37.9% | $68,494+38.5% |
| Participation rate | 89.1% | 60.7%+28.4pp | 69.0%+20.1pp | 67.9%+21.2pp |
| Annual return | -7.47% | -12.71%+5.2pp | -6.38%-1.1pp | -7.84%+0.4pp |
| Employer contribution / active EE | $844 | $1,829-53.9% | $2,655-68.2% | $2,596-67.5% |
| Participant deferral / active EE | $5,941 | $2,867+107.2% | $3,941+50.7% | $4,027+47.5% |
| Admin fee / account holder | $644 | $4,355-85.2% | $4,932-86.9% | $5,403-88.1% |