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 | $78,414 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,950 |
ADP BROKER-DEALER7 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 | $69,830 | $84,784-17.6% | $98,439-29.1% | $74,419-6.2% |
| Participation rate | 70.7% | 81.5%-10.8pp | 75.2%-4.4pp | 70.7%0pp |
| Annual return | 18.29% | 20.59%-2.3pp | 21.16%-2.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,283 | $3,364-61.9% | $3,048-57.9% | $2,637-51.4% |
| Participant deferral / active EE | $2,799 | $5,218-46.4% | $4,738-40.9% | $4,528-38.2% |
| Admin fee / account holder | $115 | $204-44.0% | $8,948-98.7% | $348-67.1% |