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 | $11,810 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,930 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,592 | $55,472+29.1% | $155,567-54.0% | $74,546-4.0% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 15.61% | 268.72%-253.1pp | 64.74%-49.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $2,297 | $2,269+1.3% | $4,674-50.8% | $2,624-12.5% |
| Participant deferral / active EE | $4,576 | $2,838+61.2% | $5,628-18.7% | $4,347+5.2% |
| Admin fee / account holder | $323 | $1,743-81.5% | $15,916-98.0% | $1,944-83.4% |