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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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $51,148 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,467 |
PRICEKUBECKA PLLC3 years Service code 10 16775 ADDISON RD · ADDISON, TX 75001 | Accounting | $8,001 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,809 | $72,254-26.9% | $86,677-39.1% | $64,808-18.5% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.4pp | 71.5%+25.5pp |
| Annual return | -17.90% | 392.42%-410.3pp | 35.91%-53.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,523 | $2,393+5.5% | $2,836-11.0% | $2,506+0.7% |
| Participant deferral / active EE | $6,195 | $4,658+33.0% | $4,656+33.1% | $4,310+43.7% |
| Admin fee / account holder | $264 | $174+51.8% | $7,493-96.5% | $188+40.5% |