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 & ASSOC Service code 70 ATTN AMS CONSULTING 0326-055 · ST PETERSBURG, FL 33742 | Consulting Fees | $58,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $33,580 |
WISS & COMPANY, LLP3+ years Service code 50 354 EISENHOWER PKWY · LIVINGSTON, NJ 07039 | Direct Payment | $14,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,319 | $183,924-12.3% | $97,995+64.6% | - |
| Participation rate | 69.1% | 67.3%+1.8pp | 82.4%-13.3pp | - |
| Annual return | -22.66% | 14.55%-37.2pp | 23.94%-46.6pp | - |
| Employer contribution / active EE | $8,117 | $1,983+309.3% | $4,158+95.2% | - |
| Participant deferral / active EE | $7,520 | $3,061+145.7% | $5,097+47.6% | - |
| Admin fee / account holder | $438 | $14,079-96.9% | $5,943-92.6% | - |