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 | $55,771 |
Filed as: RAYMOND JAMES AND ASSOCI Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,585 | $56,053+84.8% | $75,972+36.3% | $80,856+28.1% |
| Participation rate | 95.1% | 62.0%+33.0pp | 69.1%+26.0pp | 67.6%+27.4pp |
| Annual return | 12.47% | 20.53%-8.1pp | 359.55%-347.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,072 | $1,874+10.6% | $2,685-22.8% | $2,755-24.8% |
| Participant deferral / active EE | $8,109 | $3,052+165.7% | $4,255+90.6% | $4,296+88.8% |
| Admin fee / account holder | $561 | $5,234-89.3% | $6,467-91.3% | $6,918-91.9% |