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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,661 | $49,468+81.3% | $150,298-40.3% | $103,975-13.8% |
| Participation rate | 91.3% | 58.1%+33.2pp | 77.8%+13.6pp | 72.5%+18.8pp |
| Annual return | 19.93% | 38.98%-19.1pp | 62.79%-42.9pp | 19.41%+0.5pp |
| Employer contribution / active EE | $3,432 | $1,670+105.6% | $4,154-17.4% | $3,722-7.8% |
| Participant deferral / active EE | $7,317 | $2,650+176.1% | $5,453+34.2% | $5,343+36.9% |
| Admin fee / account holder | $81 | $385-79.0% | $14,116-99.4% | $332-75.7% |