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) | $61,289 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,903 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,440 |
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 | $82,780 | $98,727-16.2% | $113,168-26.9% | $85,563-3.3% |
| Participation rate | 77.9% | 80.8%-2.9pp | 76.6%+1.4pp | 66.0%+12.0pp |
| Annual return | 14.13% | 17.43%-3.3pp | 24.27%-10.1pp | 31.51%-17.4pp |
| Employer contribution / active EE | $2,048 | $2,907-29.5% | $2,975-31.2% | $2,654-22.8% |
| Participant deferral / active EE | $3,287 | $5,424-39.4% | $5,107-35.6% | $4,375-24.9% |
| Admin fee / account holder | $429 | $357+20.3% | $12,068-96.4% | $834-48.6% |