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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $31,553 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $23,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,761 | $45,031+39.4% | $84,966-26.1% | $77,643-19.2% |
| Participation rate | 35.4% | 48.7%-13.2pp | 67.5%-32.1pp | 70.6%-35.1pp |
| Annual return | 15.92% | 79.22%-63.3pp | 66.38%-50.5pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,390 | $1,609-13.7% | $2,727-49.0% | $2,726-49.0% |
| Participant deferral / active EE | $2,524 | $2,807-10.1% | $4,519-44.1% | $4,647-45.7% |
| Admin fee / account holder | $308 | $912-66.2% | $6,149-95.0% | $430-28.4% |