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 & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $24,297 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,902 |
JOHNSON BANK3 years Filed as: JOHNSON, HICKEY, MURCHISON Service code 10 2215 OLAN MILLS DR · CHATTANOOGA, TN 37421 | Accounting | $7,228 |
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.)
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 | $58,719 | $40,174+46.2% | $84,015-30.1% | $67,579-13.1% |
| Participation rate | 44.4% | 62.7%-18.3pp | 69.0%-24.6pp | 71.3%-26.9pp |
| Annual return | 21.16% | 25.82%-4.7pp | 71.31%-50.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $691 | $808-14.4% | $1,983-65.1% | $2,148-67.8% |
| Participant deferral / active EE | $1,145 | $2,301-50.2% | $3,239-64.6% | $3,539-67.6% |
| Admin fee / account holder | $351 | $128+173.5% | $6,101-94.2% | $142+146.6% |