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 & ASSOC., INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $55,494 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,280 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS, LLC Service code 10 · EIN 32-0043599 | Accounting | $21,000 |
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 | $81,169 | $89,588-9.4% | $136,007-40.3% | $77,643+4.5% |
| Participation rate | 95.7% | 74.3%+21.4pp | 76.5%+19.2pp | 70.6%+25.1pp |
| Annual return | 12.30% | 17.42%-5.1pp | 579.32%-567.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,815 | $3,491-48.0% | $4,217-57.0% | $2,726-33.4% |
| Participant deferral / active EE | $3,438 | $5,591-38.5% | $7,025-51.1% | $4,647-26.0% |
| Admin fee / account holder | $234 | $539-56.6% | $6,858-96.6% | $430-45.7% |