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 | $55,415+29.2% | $155,509-54.0% | $74,495-3.9% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 15.61% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,297 | $2,267+1.3% | $4,672-50.8% | $2,623-12.4% |
| Participant deferral / active EE | $4,576 | $2,836+61.3% | $5,626-18.7% | $4,346+5.3% |
| Admin fee / account holder | $323 | $1,738-81.4% | $15,912-98.0% | $1,942-83.4% |