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 | $17,942 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,353 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,832 | $65,561-2.6% | $91,541-30.3% | $74,304-14.1% |
| Participation rate | 54.5% | 56.6%-2.1pp | 69.8%-15.3pp | 60.3%-5.9pp |
| Annual return | 8.28% | 17.68%-9.4pp | 20.50%-12.2pp | 29.43%-21.2pp |
| Employer contribution / active EE | $535 | $1,717-68.8% | $2,505-78.6% | $2,241-76.1% |
| Participant deferral / active EE | $2,467 | $2,918-15.5% | $4,008-38.4% | $3,767-34.5% |
| Admin fee / account holder | $307 | $3,333-90.8% | $6,956-95.6% | $2,969-89.7% |