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 | $106,339 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $57,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,013 | $42,353+48.8% | $79,550-20.8% | $64,808-2.8% |
| Participation rate | 20.6% | 64.8%-44.1pp | 69.5%-48.9pp | 71.5%-50.8pp |
| Annual return | -14.06% | -12.24%-1.8pp | 0.16%-14.2pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,866 | $1,181+58.0% | $2,413-22.7% | $2,506-25.5% |
| Participant deferral / active EE | $1,991 | $3,170-37.2% | $3,985-50.0% | $4,310-53.8% |
| Admin fee / account holder | $429 | $160+168.7% | $6,832-93.7% | $188+128.3% |