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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,996 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $15,687 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,796 | $59,159-51.3% | $159,960-82.0% | $66,914-57.0% |
| Participation rate | 68.0% | 68.1%-0.1pp | 78.0%-9.9pp | 69.8%-1.8pp |
| Annual return | -15.79% | -12.26%-3.5pp | 408.60%-424.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $723 | $1,983-63.5% | $4,226-82.9% | $2,544-71.6% |
| Participant deferral / active EE | $1,985 | $4,395-54.8% | $6,182-67.9% | $4,237-53.2% |
| Admin fee / account holder | $194 | $591-67.2% | $8,698-97.8% | $593-67.4% |