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 FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $15,847 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,024 | $64,119-71.9% | $112,228-83.9% | $66,914-73.1% |
| Participation rate | 55.9% | 68.5%-12.6pp | 75.1%-19.1pp | 69.8%-13.9pp |
| Annual return | -7.28% | -13.81%+6.5pp | 27.45%-34.7pp | 1.58%-8.9pp |
| Employer contribution / active EE | $2,001 | $3,005-33.4% | $3,635-44.9% | $2,544-21.4% |
| Participant deferral / active EE | $4,335 | $3,693+17.4% | $4,728-8.3% | $4,237+2.3% |
| Admin fee / account holder | $277 | $625-55.7% | $6,410-95.7% | $593-53.3% |