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 | $46,081 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,530 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $79,092 | $93,131-15.1% | $106,548-25.8% | $86,799-8.9% |
| Participation rate | 74.0% | 81.4%-7.5pp | 76.1%-2.2pp | 72.3%+1.7pp |
| Annual return | 14.82% | 19.45%-4.6pp | 26.80%-12.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,459 | $2,895-49.6% | $2,819-48.2% | $2,405-39.3% |
| Participant deferral / active EE | $3,450 | $4,708-26.7% | $4,398-21.6% | $4,131-16.5% |
| Admin fee / account holder | $136 | $145-6.2% | $7,407-98.2% | $170-19.7% |