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 Service code 15 · EIN 59-1237041 | Recordkeeping | $36,507 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,300 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,652 | $85,135-18.2% | $98,907-29.6% | $73,409-5.1% |
| Participation rate | 69.4% | 81.1%-11.8pp | 76.0%-6.7pp | 72.2%-2.8pp |
| Annual return | 19.11% | 19.14%0pp | 196.43%-177.3pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,229 | $2,721-54.8% | $2,689-54.3% | $2,234-45.0% |
| Participant deferral / active EE | $2,773 | $4,349-36.2% | $4,244-34.7% | $3,805-27.1% |
| Admin fee / account holder | $110 | $139-20.8% | $6,642-98.3% | $158-30.2% |