See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $15,553 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,282 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,250 | $49,451-46.9% | $79,550-67.0% | $66,914-60.8% |
| Participation rate | 89.1% | 61.3%+27.8pp | 69.5%+19.6pp | 69.8%+19.3pp |
| Annual return | -17.84% | 84.25%-102.1pp | 0.16%-18.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $645 | $1,266-49.1% | $2,413-73.3% | $2,544-74.7% |
| Participant deferral / active EE | $4,631 | $3,159+46.6% | $3,985+16.2% | $4,237+9.3% |
| Admin fee / account holder | $84 | $595-85.8% | $6,832-98.8% | $593-85.8% |