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 | $100,600 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $53,247 |
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.)
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 | $72,654 | $53,165+36.7% | $86,188-15.7% | $74,419-2.4% |
| Participation rate | 21.3% | 64.9%-43.5pp | 69.0%-47.7pp | 70.7%-49.4pp |
| Annual return | 8.48% | 22.64%-14.2pp | 1168.45%-1160.0pp | 34.38%-25.9pp |
| Employer contribution / active EE | $1,909 | $1,210+57.7% | $2,380-19.8% | $2,637-27.6% |
| Participant deferral / active EE | $2,497 | $3,234-22.8% | $3,985-37.3% | $4,528-44.9% |
| Admin fee / account holder | $417 | $551-24.3% | $6,852-93.9% | $348+20.0% |