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 4-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,834 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $5,206 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,545 | $53,136-97.1% | $155,509-99.0% | $199,593-99.2% |
| Participation rate | 75.9% | 64.1%+11.9pp | 78.2%-2.2pp | 72.0%+4.0pp |
| Annual return | 16.40% | 41.15%-24.7pp | 64.67%-48.3pp | 34.25%-17.8pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $749 | $3,161-76.3% | $5,626-86.7% | $5,087-85.3% |
| Admin fee / account holder | $22 | $185-88.3% | $15,912-99.9% | $269-91.9% |