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) | $31,714 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,972 |
JOHNSON BANK6 years Filed as: JOHNSON, HICKEY, MURCHISON Service code 10 2215 OLAN MILLS DR · CHATTANOOGA, TN 37421 | Accounting | $6,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,848 | $42,353+36.6% | $79,550-27.3% | $64,808-10.7% |
| Participation rate | 40.0% | 64.8%-24.8pp | 69.5%-29.5pp | 71.5%-31.5pp |
| Annual return | -15.75% | -12.24%-3.5pp | 0.16%-15.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $707 | $1,181-40.1% | $2,413-70.7% | $2,506-71.8% |
| Participant deferral / active EE | $1,235 | $3,170-61.0% | $3,985-69.0% | $4,310-71.4% |
| Admin fee / account holder | $357 | $160+124.0% | $6,832-94.8% | $188+90.3% |