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 4-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1237041 | Advisory (Plan) | $38,301 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,320 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,697 | $64,612-57.1% | $86,436-68.0% | $64,808-57.3% |
| Participation rate | 98.0% | 81.5%+16.5pp | 80.3%+17.7pp | 71.5%+26.5pp |
| Annual return | 42.84% | 0.66%+42.2pp | 4394.89%-4352.1pp | 32.82%+10.0pp |
| Employer contribution / active EE | $1,933 | $2,744-29.6% | $3,769-48.7% | $2,506-22.9% |
| Participant deferral / active EE | $5,399 | $7,497-28.0% | $6,952-22.3% | $4,310+25.2% |
| Admin fee / account holder | $74 | $169-56.2% | $6,731-98.9% | $188-60.6% |