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 Service code 15 · EIN 59-1237041 | Recordkeeping | $55,826 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,587 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $15,438 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,686 | $56,317+69.9% | $71,209+34.4% | $74,304+28.8% |
| Participation rate | 98.9% | 55.1%+43.8pp | 73.8%+25.2pp | 60.3%+38.6pp |
| Annual return | 16.37% | 42.83%-26.5pp | 282.51%-266.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,779 | $2,160+121.2% | $2,721+75.6% | $2,241+113.2% |
| Participant deferral / active EE | $7,405 | $2,788+165.6% | $4,175+77.3% | $3,767+96.5% |
| Admin fee / account holder | $411 | $2,290-82.1% | $5,349-92.3% | $2,969-86.2% |