See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP3 years Service code 99 · EIN 87-1363769 | Other Fees | $26,520 |
Filed as: RAYMOND JAMES & ASSOCIATE INC Service code 99 · EIN 59-1237041 | Other Fees | $25,002 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,556 | $130,194+83.2% | $169,993+40.3% | $71,457+233.8% |
| Participation rate | 88.8% | 86.1%+2.6pp | 87.0%+1.8pp | 67.9%+20.8pp |
| Annual return | 18.86% | 20.37%-1.5pp | 53.37%-34.5pp | 28.85%-10.0pp |
| Employer contribution / active EE | $7,155 | $4,381+63.3% | $6,785+5.4% | $2,588+176.5% |
| Participant deferral / active EE | $11,318 | $6,923+63.5% | $10,408+8.7% | $4,289+163.9% |
| Admin fee / account holder | $321 | $966-66.7% | $12,815-97.5% | $1,587-79.8% |