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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 | $54,080 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,953 |
ADP BROKER-DEALER6+ 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 | $48,059 | $52,670-8.8% | $90,404-46.8% | $73,409-34.5% |
| Participation rate | 82.4% | 67.7%+14.8pp | 72.7%+9.7pp | 72.2%+10.3pp |
| Annual return | 15.81% | 20.70%-4.9pp | 1293.02%-1277.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $202 | $1,872-89.2% | $3,262-93.8% | $2,234-91.0% |
| Participant deferral / active EE | $3,193 | $2,807+13.8% | $3,963-19.4% | $3,805-16.1% |
| Admin fee / account holder | $132 | $117+12.7% | $5,611-97.7% | $158-16.7% |