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 37 · EIN 04-2647786 | Loan Processing | $59,832 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $58,295 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,141 |
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 | $91,610 | $71,142+28.8% | $119,609-23.4% | $64,808+41.4% |
| Participation rate | 77.5% | 78.6%-1.1pp | 79.3%-1.8pp | 71.5%+6.0pp |
| Annual return | -16.10% | -10.01%-6.1pp | -14.97%-1.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,349 | $2,497+34.1% | $4,232-20.9% | $2,506+33.6% |
| Participant deferral / active EE | $6,145 | $4,490+36.9% | $5,602+9.7% | $4,310+42.6% |
| Admin fee / account holder | $362 | $162+123.6% | $10,323-96.5% | $188+93.0% |