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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,761 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $32,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,307 | $88,890-41.2% | $102,423-48.9% | $77,643-32.6% |
| Participation rate | 53.4% | 80.9%-27.5pp | 76.5%-23.1pp | 70.6%-17.2pp |
| Annual return | 44.17% | 24.98%+19.2pp | 29.32%+14.8pp | 31.24%+12.9pp |
| Employer contribution / active EE | $1,301 | $2,698-51.8% | $3,023-57.0% | $2,726-52.3% |
| Participant deferral / active EE | $2,658 | $5,145-48.3% | $5,053-47.4% | $4,647-42.8% |
| Admin fee / account holder | $262 | $235+11.1% | $9,451-97.2% | $430-39.2% |