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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $110,751 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 16 · EIN 59-1531281 | Consulting | $65,000 |
RSM US LLP1+ years Filed as: RSM US LLP(FORMERLY MCGLADREY LLP) Service code 10 · EIN 42-0714325 | Accounting | $30,860 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $200,336 | $68,413+192.8% | $123,104+62.7% | $55,191+263.0% |
| Participation rate | 96.4% | 84.5%+11.9pp | 86.8%+9.6pp | 69.2%+27.2pp |
| Annual return | 0.93% | 6.30%-5.4pp | 13.22%-12.3pp | 10.78%-9.8pp |
| Employer contribution / active EE | $8,140 | $3,050+166.9% | $5,151+58.0% | $1,899+328.7% |
| Participant deferral / active EE | $12,768 | $4,490+184.3% | $6,230+105.0% | $3,046+319.1% |
| Admin fee / account holder | $412 | $88+368.7% | $9,015-95.4% | $91+353.4% |