See peer percentile detail with Solo.
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 Service code 15 · EIN 59-1237041 | Recordkeeping | $33,999 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,748 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,637 | $91,407-55.5% | $135,903-70.1% | $71,457-43.1% |
| Participation rate | 61.9% | 75.7%-13.8pp | 81.9%-20.0pp | 67.9%-6.0pp |
| Annual return | 16.51% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,231 | $3,703-66.7% | $4,856-74.6% | $2,588-52.4% |
| Participant deferral / active EE | $2,112 | $7,092-70.2% | $7,758-72.8% | $4,289-50.8% |
| Admin fee / account holder | $367 | $1,266-71.0% | $10,762-96.6% | $1,587-76.9% |