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 | $63,904-0.1% | $89,340-28.6% | $67,986-6.1% |
| Participation rate | 54.5% | 54.3%+0.1pp | 69.6%-15.1pp | 57.2%-2.7pp |
| Annual return | 8.28% | 18.09%-9.8pp | 20.57%-12.3pp | 31.67%-23.4pp |
| Employer contribution / active EE | $535 | $1,627-67.1% | $2,231-76.0% | $2,019-73.5% |
| Participant deferral / active EE | $2,467 | $2,691-8.3% | $3,823-35.5% | $3,358-26.5% |
| Admin fee / account holder | $307 | $3,315-90.7% | $6,704-95.4% | $3,203-90.4% |