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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 | $56,010 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,535 |
ADP BROKER-DEALER9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,380 | $52,208-3.5% | $86,612-41.8% | $74,419-32.3% |
| Participation rate | 82.3% | 66.3%+16.0pp | 71.7%+10.6pp | 70.7%+11.5pp |
| Annual return | 16.11% | 44.46%-28.3pp | 591.07%-575.0pp | 34.38%-18.3pp |
| Employer contribution / active EE | $237 | $2,282-89.6% | $3,022-92.2% | $2,637-91.0% |
| Participant deferral / active EE | $3,587 | $3,383+6.0% | $4,438-19.2% | $4,528-20.8% |
| Admin fee / account holder | $141 | $319-55.7% | $5,614-97.5% | $348-59.4% |