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 | $31,285 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,970 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,662 | $79,171-62.5% | $102,423-71.0% | $74,495-60.2% |
| Participation rate | 95.0% | 74.8%+20.2pp | 76.5%+18.5pp | 67.2%+27.8pp |
| Annual return | 10.93% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,162 | $2,362-8.5% | $3,023-28.5% | $2,623-17.6% |
| Participant deferral / active EE | $3,524 | $4,415-20.2% | $5,053-30.3% | $4,346-18.9% |
| Admin fee / account holder | $174 | $2,001-91.3% | $9,451-98.2% | $1,942-91.0% |