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 | $26,419 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,335 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,069 | $25,302+161.1% | $74,701-11.6% | $67,579-2.2% |
| Participation rate | 20.4% | 37.8%-17.4pp | 54.5%-34.0pp | 71.3%-50.8pp |
| Annual return | 17.72% | 10291.17%-10273.4pp | 752.92%-735.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $268 | $446-39.9% | $1,084-75.2% | $2,148-87.5% |
| Participant deferral / active EE | $502 | $954-47.4% | $1,964-74.4% | $3,539-85.8% |
| Admin fee / account holder | $419 | $108+289.6% | $3,333-87.4% | $142+194.7% |