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 | $58,490 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,788 |
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 | $66,208 | $58,926+12.4% | $97,226-31.9% | $74,495-11.1% |
| Participation rate | 85.0% | 63.5%+21.5pp | 72.7%+12.3pp | 67.2%+17.8pp |
| Annual return | 18.13% | 16.04%+2.1pp | 75.13%-57.0pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,978 | $1,894+4.4% | $2,729-27.5% | $2,623-24.6% |
| Participant deferral / active EE | $4,642 | $3,664+26.7% | $4,264+8.9% | $4,346+6.8% |
| Admin fee / account holder | $477 | $1,974-75.8% | $5,654-91.6% | $1,942-75.4% |