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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,172 | $63,442+51.6% | $68,791+39.8% | $66,914+43.7% |
| Participation rate | 54.3% | 60.0%-5.7pp | 69.0%-14.7pp | 69.8%-15.5pp |
| Annual return | -20.04% | -8.29%-11.8pp | -6.38%-13.7pp | 1.58%-21.6pp |
| Employer contribution / active EE | $4 | $1,775-99.8% | $2,655-99.9% | $2,544-99.9% |
| Participant deferral / active EE | $3,249 | $2,945+10.3% | $3,941-17.6% | $4,237-23.3% |
| Admin fee / account holder | $301 | $577-47.8% | $4,932-93.9% | $593-49.2% |