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 | $27,991 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,450 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,089 | $81,908-69.4% | $90,749-72.4% | $64,808-61.3% |
| Participation rate | 89.2% | 80.5%+8.8pp | 75.7%+13.5pp | 71.5%+17.8pp |
| Annual return | -15.58% | -12.53%-3.1pp | -12.16%-3.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,435 | $3,065-53.2% | $2,921-50.9% | $2,506-42.7% |
| Participant deferral / active EE | $2,984 | $4,840-38.4% | $4,564-34.6% | $4,310-30.8% |
| Admin fee / account holder | $121 | $157-23.0% | $8,445-98.6% | $188-35.6% |