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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.
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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $51,320 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,206 |
ADP BROKER-DEALER5+ 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 | $37,839 | $54,237-30.2% | $90,281-58.1% | $67,579-44.0% |
| Participation rate | 82.2% | 68.6%+13.6pp | 73.3%+8.9pp | 71.3%+10.9pp |
| Annual return | 22.19% | 37.27%-15.1pp | 78.10%-55.9pp | 378.56%-356.4pp |
| Employer contribution / active EE | $277 | $1,846-85.0% | $2,854-90.3% | $2,148-87.1% |
| Participant deferral / active EE | $4,017 | $2,625+53.0% | $3,885+3.4% | $3,539+13.5% |
| Admin fee / account holder | $104 | $123-15.6% | $5,351-98.1% | $142-26.8% |