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 Service code 15 · EIN 59-1237041 | Recordkeeping | $33,788 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,678 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,621 | $84,487-59.0% | $125,339-72.4% | $66,914-48.3% |
| Participation rate | 94.2% | 76.4%+17.8pp | 82.4%+11.8pp | 69.8%+24.4pp |
| Annual return | -16.05% | -8.39%-7.7pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,712 | $3,553-51.8% | $4,814-64.4% | $2,544-32.7% |
| Participant deferral / active EE | $3,056 | $6,781-54.9% | $7,446-59.0% | $4,237-27.9% |
| Admin fee / account holder | $386 | $685-43.6% | $10,010-96.1% | $593-34.9% |