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 ADVISORS4+ years Service code 26 · EIN 41-1816080 | Advisory (Participants) | $43,606 |
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 | $269,094 | $47,977+460.9% | $154,107+74.6% | $56,287+378.1% |
| Participation rate | 99.0% | 66.2%+32.8pp | 83.0%+16.0pp | 69.9%+29.2pp |
| Annual return | -6.77% | 3.54%-10.3pp | 735.12%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $8,903 | $2,169+310.5% | $5,298+68.1% | $2,111+321.7% |
| Participant deferral / active EE | $7,651 | $2,392+219.9% | $5,081+50.6% | $3,350+128.4% |
| Admin fee / account holder | $307 | $438-30.0% | $13,411-97.7% | $521-41.1% |