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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,059 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $5,417 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $19,814 | $48,471-59.1% | $182,532-89.1% | $67,579-70.7% |
| Participation rate | 75.5% | 67.2%+8.3pp | 78.0%-2.5pp | 71.3%+4.2pp |
| Annual return | 17.10% | 31.08%-14.0pp | 148.54%-131.4pp | 378.56%-361.5pp |
| Employer contribution / active EE | $558 | $1,461-61.8% | $4,076-86.3% | $2,148-74.0% |
| Participant deferral / active EE | $1,305 | $3,324-60.8% | $5,524-76.4% | $3,539-63.1% |
| Admin fee / account holder | $135 | $151-10.5% | $8,592-98.4% | $142-4.9% |