See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $68,462 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,178 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,979 | $131,799-64.4% | $200,582-76.6% | $85,563-45.1% |
| Participation rate | 91.9% | 87.9%+3.9pp | 86.9%+5.0pp | 66.0%+25.9pp |
| Annual return | 16.65% | 21.59%-4.9pp | 42.33%-25.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,581 | $7,702-27.5% | $9,331-40.2% | $4,375+27.6% |
| Admin fee / account holder | $176 | $235-25.0% | $16,305-98.9% | $834-78.9% |