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 ADVISORS3+ years Service code 26 · EIN 41-1816080 | Advisory (Participants) | $42,669 |
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 | $318,047 | $55,453+473.5% | $170,442+86.6% | $62,292+410.6% |
| Participation rate | 97.1% | 66.4%+30.7pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 16.45% | 21.38%-4.9pp | 205.93%-189.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $8,465 | $2,164+291.3% | $5,433+55.8% | $2,042+314.5% |
| Participant deferral / active EE | $7,259 | $2,303+215.2% | $4,939+47.0% | $3,169+129.1% |
| Admin fee / account holder | $341 | $455-25.1% | $13,880-97.5% | $479-28.9% |