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 06-1050034 | Contract Administrator | $74,186 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,666 | $85,135+54.7% | $98,907+33.1% | $73,409+79.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 16.02% | 19.14%-3.1pp | 196.43%-180.4pp | 59.29%-43.3pp |
| Employer contribution / active EE | $3,837 | $2,721+41.0% | $2,689+42.7% | $2,234+71.8% |
| Participant deferral / active EE | $9,537 | $4,349+119.3% | $4,244+124.7% | $3,805+150.6% |
| Admin fee / account holder | $247 | $139+77.5% | $6,642-96.3% | $158+56.5% |