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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $28,309 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $12,500 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,624 | $49,915+119.6% | $154,803-29.2% | $74,304+47.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 14.77% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $5,291 | $1,611+228.4% | $4,305+22.9% | $2,241+136.1% |
| Participant deferral / active EE | $7,600 | $2,255+237.1% | $5,540+37.2% | $3,767+101.7% |
| Admin fee / account holder | $146 | $2,189-93.3% | $14,329-99.0% | $2,969-95.1% |