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) | $26,457 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,799 |
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.)
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 | $84,198 | $101,317-16.9% | $146,958-42.7% | $74,495+13.0% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 13.98% | 8730.91%-8716.9pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,919 | $3,810-49.6% | $4,933-61.1% | $2,623-26.9% |
| Participant deferral / active EE | $5,915 | $7,303-19.0% | $8,070-26.7% | $4,346+36.1% |
| Admin fee / account holder | $319 | $1,739-81.6% | $12,998-97.5% | $1,942-83.5% |