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 | $33,300 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,222 | $80,724-52.7% | $103,333-63.0% | $74,495-48.7% |
| Participation rate | 73.1% | 65.7%+7.4pp | 74.5%-1.4pp | 67.2%+5.9pp |
| Annual return | 13.19% | 27.56%-14.4pp | 24.88%-11.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $3,613 | $3,157+14.4% | $3,868-6.6% | $2,623+37.7% |
| Participant deferral / active EE | $8,048 | $3,860+108.5% | $5,057+59.1% | $4,346+85.2% |
| Admin fee / account holder | $327 | $2,368-86.2% | $8,355-96.1% | $1,942-83.2% |