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 3-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 | $32,294 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $7,340 |
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 | $23,776 | $73,933-67.8% | $96,683-75.4% | $75,163-68.4% |
| Participation rate | 86.5% | 66.4%+20.1pp | 74.3%+12.1pp | 67.2%+19.3pp |
| Annual return | 16.21% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,382 | $2,928+118.0% | $3,737+70.8% | $2,670+139.0% |
| Participant deferral / active EE | $4,959 | $3,659+35.6% | $4,878+1.7% | $4,125+20.2% |
| Admin fee / account holder | $505 | $5,216-90.3% | $6,730-92.5% | $5,651-91.1% |