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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $36,895 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,795 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,334 | $82,917-11.6% | $103,333-29.0% | $77,643-5.5% |
| Participation rate | 43.7% | 71.6%-27.9pp | 74.5%-30.8pp | 70.6%-26.9pp |
| Annual return | 8.69% | 19.13%-10.4pp | 24.88%-16.2pp | 31.24%-22.6pp |
| Employer contribution / active EE | $2,390 | $3,552-32.7% | $3,868-38.2% | $2,726-12.3% |
| Participant deferral / active EE | $5,575 | $4,108+35.7% | $5,057+10.2% | $4,647+20.0% |
| Admin fee / account holder | $235 | $638-63.2% | $8,355-97.2% | $430-45.4% |