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 | $26,985 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,248 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,625 | $65,435-59.3% | $86,677-69.3% | $66,914-60.2% |
| Participation rate | 95.2% | 75.5%+19.8pp | 76.6%+18.6pp | 69.8%+25.4pp |
| Annual return | -15.16% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,409 | $2,153+11.9% | $2,836-15.1% | $2,544-5.3% |
| Participant deferral / active EE | $3,770 | $4,100-8.1% | $4,656-19.0% | $4,237-11.0% |
| Admin fee / account holder | $308 | $642-52.0% | $7,493-95.9% | $593-48.1% |