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 7-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 | $26,598 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,741 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,639 | $84,936-62.8% | $111,297-71.6% | $79,386-60.1% |
| Participation rate | 92.8% | 75.9%+17.0pp | 77.3%+15.5pp | 70.7%+22.1pp |
| Annual return | 12.02% | 17.45%-5.4pp | 54.65%-42.6pp | 116.85%-104.8pp |
| Employer contribution / active EE | $2,281 | $1,979+15.3% | $2,731-16.5% | $2,427-6.0% |
| Participant deferral / active EE | $3,554 | $3,888-8.6% | $4,487-20.8% | $4,046-12.1% |
| Admin fee / account holder | $312 | $537-41.9% | $7,964-96.1% | $626-50.2% |