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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $12,458 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,436 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,822 | $81,208-62.0% | $98,907-68.8% | $79,858-61.4% |
| Participation rate | 90.6% | 72.5%+18.1pp | 76.0%+14.6pp | 69.6%+21.0pp |
| Annual return | 17.31% | 60.99%-43.7pp | 196.43%-179.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $445 | $1,960-77.3% | $2,689-83.5% | $2,471-82.0% |
| Participant deferral / active EE | $2,522 | $3,265-22.8% | $4,244-40.6% | $3,740-32.6% |
| Admin fee / account holder | $163 | $6,013-97.3% | $6,642-97.5% | $5,306-96.9% |