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 15 · EIN 35-0145825 | Recordkeeping | $29,497 |
Filed as: RAYMOND JAMES Service code 16 · EIN 56-1281193 | Consulting | $15,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,460 | $50,982-52.0% | $154,803-84.2% | $85,563-71.4% |
| Participation rate | 40.7% | 59.8%-19.1pp | 78.1%-37.4pp | 66.0%-25.3pp |
| Annual return | 11.62% | 30.35%-18.7pp | 58.88%-47.3pp | 31.51%-19.9pp |
| Employer contribution / active EE | $743 | $1,708-56.5% | $4,305-82.7% | $2,654-72.0% |
| Participant deferral / active EE | $963 | $2,474-61.1% | $5,540-82.6% | $4,375-78.0% |
| Admin fee / account holder | $6 | $846-99.3% | $14,329-100.0% | $834-99.3% |