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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,019 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $16,246 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,628 | $70,879-51.1% | $189,557-81.7% | $79,386-56.4% |
| Participation rate | 72.2% | 68.0%+4.3pp | 78.4%-6.2pp | 70.7%+1.5pp |
| Annual return | 13.34% | 20.70%-7.4pp | 64.17%-50.8pp | 116.85%-103.5pp |
| Employer contribution / active EE | $667 | $1,806-63.1% | $4,412-84.9% | $2,427-72.5% |
| Participant deferral / active EE | $1,771 | $4,081-56.6% | $6,174-71.3% | $4,046-56.2% |
| Admin fee / account holder | $197 | $647-69.5% | $9,807-98.0% | $626-68.5% |