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 |
|---|---|---|
JRA FINANCIAL ADVISORS2+ years Service code 26 · EIN 41-1816080 | Advisory (Participants) | $38,843 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,632 | $77,634+275.7% | $156,549+86.3% | $62,891+363.7% |
| Participation rate | 94.8% | 71.2%+23.6pp | 84.0%+10.8pp | 69.3%+25.5pp |
| Annual return | 9.32% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $11,995 | $3,444+248.3% | $5,501+118.0% | $2,281+425.9% |
| Participant deferral / active EE | $9,268 | $3,045+204.3% | $4,871+90.3% | $3,203+189.3% |
| Admin fee / account holder | $303 | $5,561-94.6% | $13,027-97.7% | $4,296-93.0% |