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 | $32,019 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,064 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,269 | $61,156-29.2% | $185,823-76.7% | $79,386-45.5% |
| Participation rate | 46.5% | 66.6%-20.1pp | 81.7%-35.2pp | 70.7%-24.2pp |
| Annual return | 13.68% | 19.45%-5.8pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $638 | $2,321-72.5% | $5,167-87.7% | $2,427-73.7% |
| Participant deferral / active EE | $1,197 | $2,789-57.1% | $5,568-78.5% | $4,046-70.4% |
| Admin fee / account holder | $377 | $710-46.9% | $16,237-97.7% | $626-39.9% |