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 | $40,318 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,300 |
ADP BROKER-DEALER6 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,073 | $81,908-23.0% | $90,749-30.5% | $64,808-2.7% |
| Participation rate | 68.7% | 80.5%-11.8pp | 75.7%-7.0pp | 71.5%-2.8pp |
| Annual return | -17.74% | -12.53%-5.2pp | -12.16%-5.6pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,458 | $3,065-52.4% | $2,921-50.1% | $2,506-41.8% |
| Participant deferral / active EE | $3,205 | $4,840-33.8% | $4,564-29.8% | $4,310-25.6% |
| Admin fee / account holder | $124 | $157-21.2% | $8,445-98.5% | $188-34.0% |