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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,396 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 27 9595 WILSHIRE BLVD., SUITE 801 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $50,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $89,661 | $57,610+55.6% | $154,803-42.1% | $102,872-12.8% |
| Participation rate | 91.3% | 59.5%+31.9pp | 78.1%+13.2pp | 73.0%+18.3pp |
| Annual return | 19.93% | 30.49%-10.6pp | 58.88%-39.0pp | 19.06%+0.9pp |
| Employer contribution / active EE | $3,432 | $1,883+82.3% | $4,305-20.3% | $3,526-2.7% |
| Participant deferral / active EE | $7,317 | $2,914+151.1% | $5,540+32.1% | $5,535+32.2% |
| Admin fee / account holder | $81 | $368-78.1% | $14,329-99.4% | $292-72.4% |