Filed February 19, 2025
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,816 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $52,829 |
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 | $148,596 | $86,944+70.9% | $107,525+38.2% | $74,304+100.0% |
| Participation rate | 98.6% | 59.6%+39.1pp | 75.1%+23.6pp | 60.3%+38.3pp |
| Annual return | 16.86% | 23.52%-6.7pp | 181.32%-164.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,564 | $2,757-7.0% | $3,754-31.7% | $2,241+14.4% |
| Participant deferral / active EE | $14,586 | $3,554+310.4% | $5,116+185.1% | $3,767+287.2% |
| Admin fee / account holder | $306 | $3,727-91.8% | $8,919-96.6% | $2,969-89.7% |