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) | $21,044 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,279 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,284 | $91,407-12.2% | $135,903-40.9% | $71,457+12.4% |
| Participation rate | 53.6% | 75.7%-22.1pp | 81.9%-28.3pp | 67.9%-14.3pp |
| Annual return | 13.94% | 29.90%-16.0pp | 68.23%-54.3pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,796 | $3,703-51.5% | $4,856-63.0% | $2,588-30.6% |
| Participant deferral / active EE | $5,394 | $7,092-24.0% | $7,758-30.5% | $4,289+25.8% |
| Admin fee / account holder | $286 | $1,266-77.4% | $10,762-97.3% | $1,587-82.0% |