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 | $37,149 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,529 |
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 | $34,184 | $87,870-61.1% | $113,168-69.8% | $74,304-54.0% |
| Participation rate | 95.5% | 70.7%+24.7pp | 76.6%+18.9pp | 60.3%+35.1pp |
| Annual return | 17.84% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $2,370 | $2,277+4.1% | $2,975-20.3% | $2,241+5.7% |
| Participant deferral / active EE | $4,229 | $4,241-0.3% | $5,107-17.2% | $3,767+12.3% |
| Admin fee / account holder | $189 | $3,368-94.4% | $12,068-98.4% | $2,969-93.6% |