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 | $12,802 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,397 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,272 | $81,460-53.0% | $103,333-63.0% | $80,856-52.7% |
| Participation rate | 86.7% | 66.8%+19.9pp | 74.5%+12.2pp | 67.6%+19.1pp |
| Annual return | 11.10% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,383 | $3,105-55.5% | $3,868-64.2% | $2,755-49.8% |
| Participant deferral / active EE | $3,866 | $3,869-0.1% | $5,057-23.6% | $4,296-10.0% |
| Admin fee / account holder | $141 | $6,566-97.9% | $8,355-98.3% | $6,918-98.0% |