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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $33,476 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,815 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,297 | $89,739-12.7% | $149,718-47.7% | $62,292+25.7% |
| Participation rate | 98.2% | 85.1%+13.1pp | 87.1%+11.1pp | 69.5%+28.7pp |
| Annual return | 23.13% | 21.01%+2.1pp | 1501.63%-1478.5pp | 28.90%-5.8pp |
| Employer contribution / active EE | $3,374 | $3,233+4.4% | $5,445-38.0% | $2,042+65.2% |
| Participant deferral / active EE | $3,123 | $4,797-34.9% | $6,569-52.5% | $3,169-1.5% |
| Admin fee / account holder | $184 | $551-66.7% | $11,283-98.4% | $479-61.7% |