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 9-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 & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $46,653 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR AND CO Service code 27 222 W. ADAMS · CHICAGO, IL 60606 | Advisory (Plan) | $30,998 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,273 | $79,013+66.1% | $100,391+30.8% | $74,495+76.2% |
| Participation rate | 62.8% | 79.5%-16.7pp | 81.5%-18.7pp | 67.2%-4.4pp |
| Annual return | 16.63% | 20.41%-3.8pp | 49.20%-32.6pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,562 | $3,021-15.2% | $3,942-35.0% | $2,623-2.3% |
| Participant deferral / active EE | $6,421 | $7,760-17.3% | $8,082-20.5% | $4,346+47.8% |
| Admin fee / account holder | $579 | $1,320-56.1% | $7,899-92.7% | $1,942-70.2% |