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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.
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $43,398 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,876 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,245 | $46,100-36.6% | $86,590-66.2% | $69,631-58.0% |
| Participation rate | 81.1% | 67.2%+13.9pp | 73.5%+7.5pp | 70.7%+10.4pp |
| Annual return | 20.30% | 21.02%-0.7pp | 964.84%-944.5pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $231 | $1,850-87.5% | $2,839-91.9% | $2,032-88.6% |
| Participant deferral / active EE | $2,967 | $2,432+22.0% | $3,609-17.8% | $3,224-8.0% |
| Admin fee / account holder | $86 | $94-8.9% | $4,906-98.3% | $110-22.6% |