See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $25,065 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,133 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,498 |
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 | $45,566 | $77,503-41.2% | $100,391-54.6% | $80,856-43.6% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.6%+18.1pp |
| Annual return | 12.82% | 37.20%-24.4pp | 49.20%-36.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,344 | $2,801-16.3% | $3,942-40.5% | $2,755-14.9% |
| Participant deferral / active EE | $3,978 | $6,820-41.7% | $8,082-50.8% | $4,296-7.4% |
| Admin fee / account holder | $408 | $5,897-93.1% | $7,899-94.8% | $6,918-94.1% |