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 | $39,729 |
JOHN BOOS & CO.1 year Service code 15 · EIN 36-4060778 | Recordkeeping | $23,167 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,091 |
ADP BROKER-DEALER9 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,170 | $104,919-3.6% | $116,228-13.0% | $85,563+18.2% |
| Participation rate | 66.8% | 78.6%-11.9pp | 74.6%-7.8pp | 66.0%+0.8pp |
| Annual return | 19.01% | 15.38%+3.6pp | 90.06%-71.0pp | 31.51%-12.5pp |
| Employer contribution / active EE | $1,948 | $3,485-44.1% | $2,994-35.0% | $2,654-26.6% |
| Participant deferral / active EE | $3,944 | $5,306-25.7% | $4,953-20.4% | $4,375-9.8% |
| Admin fee / account holder | $288 | $429-32.7% | $11,989-97.6% | $834-65.4% |