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 7-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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,684 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $19,301 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,151 | $69,477-26.4% | $94,646-46.0% | $71,457-28.4% |
| Participation rate | 75.8% | 78.4%-2.6pp | 80.8%-5.0pp | 67.9%+7.9pp |
| Annual return | 35.14% | 29.66%+5.5pp | 156.71%-121.6pp | 28.85%+6.3pp |
| Employer contribution / active EE | $3,116 | $2,853+9.2% | $3,672-15.1% | $2,588+20.4% |
| Participant deferral / active EE | $12,334 | $7,345+67.9% | $7,418+66.3% | $4,289+187.6% |
| Admin fee / account holder | $336 | $1,210-72.2% | $7,231-95.4% | $1,587-78.8% |