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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,664 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $15,306 |
ADP BROKER-DEALER5 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,219 | $65,390-47.7% | $169,368-79.8% | $71,457-52.1% |
| Participation rate | 63.5% | 67.0%-3.4pp | 77.1%-13.6pp | 67.9%-4.4pp |
| Annual return | 13.19% | 21.31%-8.1pp | 405.60%-392.4pp | 28.85%-15.7pp |
| Employer contribution / active EE | $691 | $2,079-66.7% | $4,013-82.8% | $2,588-73.3% |
| Participant deferral / active EE | $2,008 | $4,367-54.0% | $6,221-67.7% | $4,289-53.2% |
| Admin fee / account holder | $207 | $1,324-84.4% | $9,003-97.7% | $1,587-87.0% |