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 8-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) | $74,081 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,610 |
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 | $203,752 | $73,867+175.8% | $143,757+41.7% | $68,494+197.5% |
| Participation rate | 79.8% | 66.7%+13.1pp | 80.3%-0.5pp | 67.9%+11.9pp |
| Annual return | -18.72% | 1.01%-19.7pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,494 | $3,184-53.1% | $4,951-69.8% | $2,596-42.4% |
| Participant deferral / active EE | $978 | $3,384-71.1% | $5,637-82.7% | $4,027-75.7% |
| Admin fee / account holder | $905 | $5,755-84.3% | $14,673-93.8% | $5,403-83.2% |