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) | $46,667 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,214 | $100,923-14.6% | $150,045-42.5% | $74,304+16.0% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.3%+13.2pp | 60.3%+35.1pp |
| Annual return | 17.04% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $2,600 | $3,463-24.9% | $4,693-44.6% | $2,241+16.0% |
| Participant deferral / active EE | $5,477 | $6,709-18.4% | $7,997-31.5% | $3,767+45.4% |
| Admin fee / account holder | $402 | $2,767-85.5% | $13,435-97.0% | $2,969-86.5% |