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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 | Advisory (Participants) | $35,025 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,358 |
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 | $127,361 | $55,371+130.0% | $95,585+33.2% | $74,304+71.4% |
| Participation rate | 57.0% | 53.8%+3.2pp | 72.1%-15.1pp | 60.3%-3.4pp |
| Annual return | 15.52% | 24.26%-8.7pp | 38.56%-23.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,607 | $1,437+11.8% | $2,527-36.4% | $2,241-28.3% |
| Participant deferral / active EE | $4,149 | $2,955+40.4% | $4,023+3.2% | $3,767+10.1% |
| Admin fee / account holder | $587 | $2,620-77.6% | $6,127-90.4% | $2,969-80.2% |