See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAINEY & RAINEY1 year Filed as: RAINEY & RANDALL INVESTMENT MGMT Service code 27 610 SYCAMORE ST. · KISSIMMEE, FL 34747 | Advisory (Plan) | $8,209 |
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $6,530 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,158 | $39,286+266.9% | $80,716+78.6% | $79,386+81.6% |
| Participation rate | 8.9% | 41.0%-32.0pp | 54.2%-45.2pp | 70.7%-61.8pp |
| Annual return | 9.03% | 98.95%-89.9pp | 87.28%-78.2pp | 116.85%-107.8pp |
| Employer contribution / active EE | $228 | $594-61.6% | $1,160-80.3% | $2,427-90.6% |
| Participant deferral / active EE | $780 | $1,264-38.3% | $2,146-63.7% | $4,046-80.7% |
| Admin fee / account holder | $1,097 | $647+69.6% | $3,380-67.5% | $626+75.2% |