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 3-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: MCDONALD FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $5,936 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FSA Service code 26 | Advisory (Participants) | $5,652 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,384 |
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.
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 | $23,857 | $73,397-67.5% | $178,014-86.6% | $74,546-68.0% |
| Participation rate | 54.2% | 66.6%-12.4pp | 77.1%-22.9pp | 67.2%-13.0pp |
| Annual return | 10.17% | 17.49%-7.3pp | 294.80%-284.6pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $1,403 | $2,217-36.7% | $3,950-64.5% | $2,624-46.5% |
| Participant deferral / active EE | $2,072 | $4,512-54.1% | $6,276-67.0% | $4,347-52.3% |
| Admin fee / account holder | $226 | $1,809-87.5% | $10,362-97.8% | $1,944-88.4% |