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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 15 ATTN TREASURY-13J · ST. PETERSBURG, FL 33716 | Recordkeeping | $24,554 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,973 | $56,485-57.6% | $185,823-87.1% | $86,799-72.4% |
| Participation rate | 61.6% | 65.5%-3.9pp | 81.7%-20.1pp | 72.3%-10.7pp |
| Annual return | 27.91% | 118.04%-90.1pp | 122.05%-94.1pp | 97.91%-70.0pp |
| Employer contribution / active EE | $351 | $1,843-80.9% | $5,167-93.2% | $2,405-85.4% |
| Participant deferral / active EE | $2,579 | $2,553+1.0% | $5,568-53.7% | $4,131-37.6% |
| Admin fee / account holder | $76 | $150-49.3% | $16,237-99.5% | $170-55.3% |