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 9-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 | $4,597 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,175 | $55,002-72.4% | $59,878-74.7% | $56,287-73.0% |
| Participation rate | 66.5% | 75.9%-9.4pp | 74.7%-8.2pp | 69.9%-3.4pp |
| Annual return | 9.32% | 1.13%+8.2pp | 3.46%+5.9pp | -9.96%+19.3pp |
| Employer contribution / active EE | $854 | $2,448-65.1% | $2,722-68.6% | $2,111-59.6% |
| Participant deferral / active EE | $1,404 | $3,121-55.0% | $3,402-58.7% | $3,350-58.1% |
| Admin fee / account holder | $34 | $236-85.4% | $3,590-99.0% | $521-93.4% |