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 Service code 18 · EIN 95-2937883 50 CHESTNUT ST. · DAYTON, OH 45440 | Investment management; Investment adv... | $71,409 |
ASCENSUS LLC8 years Service code 13 · EIN 11-3665754 | Contract Administrator | $19,982 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,133 | $106,749+54.7% | $145,433+13.5% | $82,448+100.3% |
| Participation rate | 83.8% | 75.6%+8.1pp | 82.1%+1.7pp | 68.1%+15.7pp |
| Annual return | 13.37% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,834 | $3,444+11.3% | $4,554-15.8% | $2,551+50.3% |
| Participant deferral / active EE | $5,489 | $6,519-15.8% | $7,897-30.5% | $4,139+32.6% |
| Admin fee / account holder | $851 | $8,390-89.9% | $13,129-93.5% | $7,234-88.2% |