See peer percentile detail with Solo.
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 15 · EIN 59-1237041 | Recordkeeping | $13,998 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,776 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $107,436 | $81,474+31.9% | $133,956-19.8% | $73,488+46.2% |
| Participation rate | 88.9% | 76.4%+12.5pp | 79.8%+9.0pp | 70.7%+18.2pp |
| Annual return | 14.68% | 19.40%-4.7pp | 45.09%-30.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,859 | $2,209+29.4% | $3,919-27.0% | $2,270+26.0% |
| Participant deferral / active EE | $3,265 | $3,786-13.8% | $5,048-35.3% | $3,740-12.7% |
| Admin fee / account holder | $308 | $713-56.8% | $8,927-96.6% | $513-40.0% |