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 | $41,587 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $13,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,230 | $60,989-63.5% | $60,874-63.5% | $66,914-66.8% |
| Participation rate | 58.5% | 74.5%-16.0pp | 73.1%-14.6pp | 69.8%-11.3pp |
| Annual return | -14.59% | -9.60%-5.0pp | 16.90%-31.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $978 | $2,661-63.3% | $2,701-63.8% | $2,544-61.6% |
| Participant deferral / active EE | $2,088 | $3,615-42.2% | $3,817-45.3% | $4,237-50.7% |
| Admin fee / account holder | $355 | $338+5.0% | $3,224-89.0% | $593-40.1% |