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 Service code 26 · EIN 59-2937883 | Advisory (Participants) | $15,907 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,317 | $49,915+4.8% | $154,803-66.2% | $74,304-29.6% |
| Participation rate | 40.7% | 54.0%-13.3pp | 78.1%-37.4pp | 60.3%-19.7pp |
| Annual return | 14.94% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $611 | $1,611-62.1% | $4,305-85.8% | $2,241-72.7% |
| Participant deferral / active EE | $1,467 | $2,255-34.9% | $5,540-73.5% | $3,767-61.1% |
| Admin fee / account holder | $444 | $2,189-79.7% | $14,329-96.9% | $2,969-85.0% |