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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,248 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $15,693 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,250 | $59,805+25.8% | $79,550-5.4% | $68,494+9.9% |
| Participation rate | 67.4% | 61.1%+6.4pp | 69.5%-2.1pp | 67.9%-0.5pp |
| Annual return | -15.78% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $703 | $1,505-53.3% | $2,413-70.9% | $2,596-72.9% |
| Participant deferral / active EE | $5,690 | $3,024+88.1% | $3,985+42.8% | $4,027+41.3% |
| Admin fee / account holder | $450 | $4,835-90.7% | $6,832-93.4% | $5,403-91.7% |