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 & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,770 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,924 | $99,957-30.0% | $149,696-53.3% | $73,488-4.9% |
| Participation rate | 54.9% | 75.7%-20.8pp | 82.5%-27.6pp | 70.7%-15.8pp |
| Annual return | 9.75% | 53.87%-44.1pp | 276.60%-266.9pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,251 | $3,191-60.8% | $4,644-73.1% | $2,270-44.9% |
| Participant deferral / active EE | $4,144 | $6,073-31.8% | $6,842-39.4% | $3,740+10.8% |
| Admin fee / account holder | $245 | $551-55.6% | $9,309-97.4% | $513-52.3% |