Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,460 | $46,464-47.4% | $150,298-83.7% | $79,634-69.3% |
| Participation rate | 40.7% | 57.0%-16.2pp | 77.8%-37.0pp | 62.5%-21.8pp |
| Annual return | 11.62% | 27.89%-16.3pp | 62.79%-51.2pp | 36.46%-24.8pp |
| Employer contribution / active EE | $743 | $1,512-50.9% | $4,154-82.1% | $2,529-70.6% |
| Participant deferral / active EE | $963 | $2,157-55.3% | $5,453-82.3% | $3,835-74.9% |
| Admin fee / account holder | $6 | $891-99.3% | $14,116-100.0% | $1,002-99.4% |