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) | $32,287 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,298 |
JOHNSON BANK7 years Filed as: JOHNSON, HICKEY, MURCHISON Service code 10 2215 OLAN MILLS DR · CHATTANOOGA, TN 37421 | Accounting | $5,000 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,578 | $53,165+21.5% | $86,188-25.1% | $74,419-13.2% |
| Participation rate | 40.1% | 64.9%-24.8pp | 69.0%-28.9pp | 70.7%-30.7pp |
| Annual return | 17.60% | 22.64%-5.0pp | 1168.45%-1150.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $755 | $1,210-37.6% | $2,380-68.3% | $2,637-71.4% |
| Participant deferral / active EE | $1,303 | $3,234-59.7% | $3,985-67.3% | $4,528-71.2% |
| Admin fee / account holder | $331 | $551-40.0% | $6,852-95.2% | $348-4.9% |