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) | $33,270 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,045 |
JOHNSON BANK5 years Filed as: JOHNSON, HICKEY, MURCHISON Service code 10 2215 OLAN MILLS DR · CHATTANOOGA, TN 37421 | Accounting | $12,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,317 | $50,956+36.0% | $96,562-28.2% | $86,799-20.1% |
| Participation rate | 39.8% | 65.2%-25.4pp | 69.8%-30.0pp | 72.3%-32.5pp |
| Annual return | 16.10% | 21.27%-5.2pp | 37.78%-21.7pp | 97.91%-81.8pp |
| Employer contribution / active EE | $629 | $1,111-43.4% | $2,356-73.3% | $2,405-73.8% |
| Participant deferral / active EE | $1,089 | $2,954-63.1% | $3,849-71.7% | $4,131-73.6% |
| Admin fee / account holder | $416 | $166+150.3% | $6,181-93.3% | $170+145.1% |