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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,817 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,984 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,612 | $52,953-29.0% | $172,739-78.2% | $65,185-42.3% |
| Participation rate | 32.4% | 66.2%-33.8pp | 82.6%-50.2pp | 70.2%-37.8pp |
| Annual return | 20.71% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $357 | $2,190-83.7% | $5,143-93.1% | $2,177-83.6% |
| Participant deferral / active EE | $622 | $2,471-74.8% | $5,198-88.0% | $3,514-82.3% |
| Admin fee / account holder | $247 | $472-47.6% | $13,954-98.2% | $847-70.8% |