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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 16 · EIN 59-2937883 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$385 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,511 | $175,202-59.8% | $149,673-52.9% | $139,434-49.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.28% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,258 | $5,474-77.0% | $4,818-73.9% | $4,751-73.5% |
| Participant deferral / active EE | $6,233 | $6,519-4.4% | $5,680+9.7% | $6,710-7.1% |
| Admin fee / account holder | $34 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |