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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,183 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $14,397 |
LSL CPAS1 year Service code 10 · EIN 95-2700123 | Accounting | $10,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,806 | $39,286+126.0% | $80,716+10.0% | $79,386+11.9% |
| Participation rate | 19.7% | 41.0%-21.3pp | 54.2%-34.5pp | 70.7%-51.0pp |
| Annual return | 10.70% | 98.95%-88.2pp | 87.28%-76.6pp | 116.85%-106.1pp |
| Employer contribution / active EE | $325 | $594-45.3% | $1,160-72.0% | $2,427-86.6% |
| Participant deferral / active EE | $753 | $1,264-40.4% | $2,146-64.9% | $4,046-81.4% |
| Admin fee / account holder | $728 | $647+12.5% | $3,380-78.5% | $626+16.2% |