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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $38,296 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,850 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,432 | $101,317+12.0% | $146,958-22.8% | $74,495+52.3% |
| Participation rate | 80.3% | 75.5%+4.8pp | 82.2%-1.8pp | 67.2%+13.1pp |
| Annual return | 15.51% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,130 | $3,810-44.1% | $4,933-56.8% | $2,623-18.8% |
| Participant deferral / active EE | $7,404 | $7,303+1.4% | $8,070-8.3% | $4,346+70.4% |
| Admin fee / account holder | $302 | $1,739-82.6% | $12,998-97.7% | $1,942-84.5% |