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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,985 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,000 |
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 | $116,997 | $72,137+62.2% | $142,449-17.9% | $71,457+63.7% |
| Participation rate | 97.0% | 71.7%+25.3pp | 76.8%+20.2pp | 67.9%+29.1pp |
| Annual return | 19.66% | 21.15%-1.5pp | 19.99%-0.3pp | 28.85%-9.2pp |
| Employer contribution / active EE | $4,872 | $3,793+28.4% | $4,847+0.5% | $2,588+88.3% |
| Participant deferral / active EE | $7,184 | $5,280+36.0% | $6,283+14.3% | $4,289+67.5% |
| Admin fee / account holder | $307 | $1,433-78.6% | $10,011-96.9% | $1,587-80.6% |