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 | $27,966 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,396 |
ADP BROKER-DEALER10+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,977 | $92,055-65.3% | $106,213-69.9% | $77,643-58.8% |
| Participation rate | 88.6% | 81.0%+7.6pp | 75.3%+13.3pp | 70.6%+18.1pp |
| Annual return | 12.26% | 17.91%-5.6pp | 116.14%-103.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,566 | $3,367-53.5% | $3,171-50.6% | $2,726-42.6% |
| Participant deferral / active EE | $3,180 | $5,386-41.0% | $5,016-36.6% | $4,647-31.6% |
| Admin fee / account holder | $135 | $219-38.2% | $11,033-98.8% | $430-68.6% |