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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,127 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $13,135 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $6,627 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,126 | $55,214+83.2% | $104,607-3.3% | $73,488+37.6% |
| Participation rate | 98.2% | 67.8%+30.4pp | 74.1%+24.1pp | 70.7%+27.5pp |
| Annual return | 19.71% | 24.79%-5.1pp | 340.46%-320.8pp | 28.51%-8.8pp |
| Employer contribution / active EE | $2,243 | $1,468+52.8% | $2,681-16.3% | $2,270-1.2% |
| Participant deferral / active EE | $4,671 | $2,925+59.7% | $3,740+24.9% | $3,740+24.9% |
| Admin fee / account holder | $412 | $424-2.9% | $6,473-93.6% | $513-19.8% |