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 FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $55,922 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,474 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,283 | $88,982-24.4% | $102,438-34.3% | $77,671-13.4% |
| Participation rate | 73.9% | 80.9%-7.1pp | 76.5%-2.6pp | 70.6%+3.3pp |
| Annual return | 12.11% | 25.01%-12.9pp | 29.37%-17.3pp | 31.21%-19.1pp |
| Employer contribution / active EE | $1,824 | $2,698-32.4% | $3,024-39.7% | $2,726-33.1% |
| Participant deferral / active EE | $2,925 | $5,144-43.1% | $5,054-42.1% | $4,648-37.1% |
| Admin fee / account holder | $415 | $236+76.3% | $9,448-95.6% | $430-3.5% |