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 | $80,538 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $31,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,940 | $51,576+101.5% | $129,207-19.6% | $80,856+28.5% |
| Participation rate | 94.6% | 57.0%+37.6pp | 69.6%+25.0pp | 67.6%+26.9pp |
| Annual return | 17.37% | 20.81%-3.4pp | 9417.33%-9400.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,732 | $1,584+9.3% | $4,153-58.3% | $2,755-37.1% |
| Participant deferral / active EE | $4,316 | $2,669+61.7% | $4,168+3.6% | $4,296+0.5% |
| Admin fee / account holder | $726 | $4,305-83.1% | $7,715-90.6% | $6,918-89.5% |