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 | $31,955 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $14,612 |
LSL CPAS2 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,914 | $26,549+185.9% | $61,373+23.7% | $66,914+13.4% |
| Participation rate | 20.4% | 38.1%-17.6pp | 52.6%-32.1pp | 69.8%-49.4pp |
| Annual return | -15.64% | -16.21%+0.6pp | 338.61%-354.2pp | 1.58%-17.2pp |
| Employer contribution / active EE | $394 | $651-39.5% | $1,159-66.0% | $2,544-84.5% |
| Participant deferral / active EE | $923 | $1,338-31.0% | $2,125-56.6% | $4,237-78.2% |
| Admin fee / account holder | $732 | $409+79.1% | $2,130-65.6% | $593+23.4% |