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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,968 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $28,617 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,867 | $49,173+88.9% | $121,098-23.3% | $75,163+23.6% |
| Participation rate | 93.4% | 55.4%+38.0pp | 69.5%+23.9pp | 67.2%+26.2pp |
| Annual return | 7.40% | 55.99%-48.6pp | 985.75%-978.3pp | 160.62%-153.2pp |
| Employer contribution / active EE | $1,695 | $1,546+9.7% | $4,164-59.3% | $2,670-36.5% |
| Participant deferral / active EE | $3,885 | $2,628+47.9% | $4,080-4.8% | $4,125-5.8% |
| Admin fee / account holder | $645 | $3,942-83.6% | $5,644-88.6% | $5,651-88.6% |