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 10-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 | $13,525 |
PRINCIPLED ADVISORS, INC.6+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $10,946 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,069 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1531281 | Recordkeeping | $6,644 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $35,990 | $70,908-49.2% | $98,907-63.6% | $73,488-51.0% |
| Participation rate | 92.4% | 73.8%+18.6pp | 76.0%+16.4pp | 70.7%+21.7pp |
| Annual return | 12.03% | 34.17%-22.1pp | 196.43%-184.4pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,422 | $2,036-30.2% | $2,689-47.1% | $2,270-37.4% |
| Participant deferral / active EE | $2,941 | $3,500-16.0% | $4,244-30.7% | $3,740-21.3% |
| Admin fee / account holder | $147 | $535-72.6% | $6,642-97.8% | $513-71.4% |