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 | $27,384 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,856 |
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 | $29,690 | $76,050-61.0% | $96,544-69.2% | $71,457-58.5% |
| Participation rate | 91.7% | 74.4%+17.3pp | 76.0%+15.8pp | 67.9%+23.8pp |
| Annual return | 15.76% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,348 | $2,244+4.6% | $2,965-20.8% | $2,588-9.3% |
| Participant deferral / active EE | $3,631 | $4,215-13.9% | $4,851-25.1% | $4,289-15.3% |
| Admin fee / account holder | $174 | $2,707-93.6% | $8,252-97.9% | $1,587-89.1% |