See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $30,314 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,177 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,564 | $79,428-52.7% | $106,548-64.7% | $79,386-52.7% |
| Participation rate | 91.1% | 74.1%+17.0pp | 76.1%+15.0pp | 70.7%+20.4pp |
| Annual return | 14.35% | 18.27%-3.9pp | 26.80%-12.5pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,518 | $2,234-32.0% | $2,819-46.1% | $2,427-37.4% |
| Participant deferral / active EE | $3,200 | $3,823-16.3% | $4,398-27.2% | $4,046-20.9% |
| Admin fee / account holder | $148 | $523-71.7% | $7,407-98.0% | $626-76.4% |