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 8-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 Service code 16 | Consulting | $66,642 |
ADP BROKER-DEALER3 years Filed as: ADP RETIREMENT SERVICES Service code 15 · EIN 57-1198022 | Recordkeeping | $20,908 |
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 | $40,773 | $55,415-26.4% | $155,509-73.8% | $74,495-45.3% |
| Participation rate | 81.3% | 61.9%+19.3pp | 78.2%+3.1pp | 67.2%+14.0pp |
| Annual return | 16.81% | 268.50%-251.7pp | 64.67%-47.9pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,351 | $2,267+3.7% | $4,672-49.7% | $2,623-10.4% |
| Participant deferral / active EE | $4,764 | $2,836+68.0% | $5,626-15.3% | $4,346+9.6% |
| Admin fee / account holder | $466 | $1,738-73.2% | $15,912-97.1% | $1,942-76.0% |