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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $29,856 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,625 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,961 | $72,770-47.8% | $67,652-43.9% | $55,191-31.2% |
| Participation rate | 51.3% | 78.8%-27.5pp | 75.7%-24.3pp | 69.2%-17.8pp |
| Annual return | -0.45% | -3.26%+2.8pp | 6625.04%-6625.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $255 | $1,769-85.6% | $2,266-88.8% | $1,899-86.6% |
| Participant deferral / active EE | $1,891 | $3,408-44.5% | $3,560-46.9% | $3,046-37.9% |
| Admin fee / account holder | $174 | $79+120.4% | $4,821-96.4% | $91+91.3% |