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 | $109,334 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,725 |
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.)
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 | $85,867 | $54,193+58.4% | $93,606-8.3% | $77,643+10.6% |
| Participation rate | 26.5% | 63.9%-37.4pp | 68.7%-42.2pp | 70.6%-44.0pp |
| Annual return | 18.35% | 30.54%-12.2pp | 133.20%-114.8pp | 31.24%-12.9pp |
| Employer contribution / active EE | $2,265 | $1,168+93.9% | $2,420-6.4% | $2,726-16.9% |
| Participant deferral / active EE | $3,041 | $3,144-3.3% | $4,411-31.1% | $4,647-34.6% |
| Admin fee / account holder | $446 | $576-22.5% | $8,285-94.6% | $430+3.7% |