Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,030 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $44,312 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,515 | $50,820+143.0% | $155,567-20.6% | $77,671+59.0% |
| Participation rate | 41.3% | 63.1%-21.8pp | 78.2%-36.9pp | 70.6%-29.3pp |
| Annual return | 11.82% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.4pp |
| Employer contribution / active EE | $1,180 | $1,993-40.8% | $4,674-74.8% | $2,726-56.7% |
| Participant deferral / active EE | $3,026 | $2,823+7.2% | $5,628-46.2% | $4,648-34.9% |
| Admin fee / account holder | $611 | $436+40.1% | $15,916-96.2% | $430+41.9% |