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 9-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 FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $23,427 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,700 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,705 | $44,897-91.7% | $84,966-95.6% | $199,593-98.1% |
| Participation rate | 24.9% | 45.7%-20.9pp | 67.5%-42.6pp | 72.0%-47.1pp |
| Annual return | 31.42% | 20.96%+10.5pp | 66.38%-35.0pp | 34.25%-2.8pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $243 | $2,668-90.9% | $4,519-94.6% | $5,087-95.2% |
| Admin fee / account holder | $14 | $584-97.7% | $6,149-99.8% | $269-95.0% |