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 | $44,334 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $9,459 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,366 | $51,175+31.6% | $70,515-4.5% | $75,163-10.4% |
| Participation rate | 97.9% | 60.9%+36.9pp | 68.3%+29.5pp | 67.2%+30.7pp |
| Annual return | 15.52% | 30.02%-14.5pp | 32.77%-17.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $9,298 | $1,826+409.2% | $2,973+212.7% | $2,670+248.3% |
| Participant deferral / active EE | $16,726 | $2,849+487.0% | $4,567+266.3% | $4,125+305.5% |
| Admin fee / account holder | $467 | $4,091-88.6% | $6,412-92.7% | $5,651-91.7% |