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 9-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 | $46,168 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $10,358 |
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 | $54,752 | $48,265+13.4% | $68,791-20.4% | $68,494-20.1% |
| Participation rate | 93.0% | 60.7%+32.3pp | 69.0%+24.0pp | 67.9%+25.1pp |
| Annual return | -16.73% | -12.71%-4.0pp | -6.38%-10.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,180 | $1,829+238.0% | $2,655+132.8% | $2,596+138.0% |
| Participant deferral / active EE | $10,990 | $2,867+283.4% | $3,941+178.9% | $4,027+172.9% |
| Admin fee / account holder | $416 | $4,355-90.5% | $4,932-91.6% | $5,403-92.3% |