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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,080 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES Service code 49 880 CARILLON PKWY · PALM CITY, FL 34990 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,856 | $63,114-43.2% | $92,893-61.4% | $65,185-45.0% |
| Participation rate | 54.5% | 68.8%-14.2pp | 76.0%-21.5pp | 70.2%-15.7pp |
| Annual return | 20.98% | 28.75%-7.8pp | 109.41%-88.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,647 | $2,571-35.9% | $3,653-54.9% | $2,177-24.3% |
| Participant deferral / active EE | $3,595 | $3,108+15.7% | $4,236-15.1% | $3,514+2.3% |
| Admin fee / account holder | $27 | $624-95.7% | $5,794-99.5% | $847-96.8% |