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 AND ASSOC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $29,642 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,310 |
MORNINGSTAR2 years 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 | $107,716 | $60,892+76.9% | $82,389+30.7% | $84,808+27.0% |
| Participation rate | 97.1% | 63.3%+33.8pp | 69.5%+27.6pp | 68.3%+28.8pp |
| Annual return | 14.46% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,834 | $1,779+3.1% | $2,517-27.1% | $2,631-30.3% |
| Participant deferral / active EE | $7,678 | $3,179+141.6% | $4,155+84.8% | $4,212+82.3% |
| Admin fee / account holder | $368 | $5,467-93.3% | $7,231-94.9% | $7,344-95.0% |