See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $45,762 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,558 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,299 | $88,083-34.9% | $164,813-65.2% | $74,495-23.1% |
| Participation rate | 96.4% | 73.0%+23.4pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 11.74% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,289 | $2,593-11.7% | $4,341-47.3% | $2,623-12.7% |
| Participant deferral / active EE | $4,962 | $4,498+10.3% | $6,031-17.7% | $4,346+14.2% |
| Admin fee / account holder | $333 | $2,234-85.1% | $12,690-97.4% | $1,942-82.8% |