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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $45,570 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,443 |
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 | $41,246 | $45,031-8.4% | $85,009-51.5% | $77,671-46.9% |
| Participation rate | 92.6% | 48.7%+43.9pp | 67.5%+25.1pp | 70.6%+22.0pp |
| Annual return | 19.68% | 79.22%-59.5pp | 66.47%-46.8pp | 31.21%-11.5pp |
| Employer contribution / active EE | $3,524 | $1,609+119.0% | $2,728+29.2% | $2,726+29.2% |
| Participant deferral / active EE | $7,207 | $2,807+156.7% | $4,522+59.4% | $4,648+55.1% |
| Admin fee / account holder | $156 | $912-82.9% | $6,153-97.5% | $430-63.7% |