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 5-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 27 50 CHESTNUT STREET · DAYTON, OH 45440 | Advisory (Plan) | $31,239 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 100 SUMMIT LAKE DRIVE · VALHALLA, NY 10595 | Contract Administrator | $12,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,209 | $80,731+13.0% | $103,374-11.8% | $74,546+22.4% |
| Participation rate | 72.2% | 65.7%+6.5pp | 74.5%-2.3pp | 67.2%+5.0pp |
| Annual return | 13.12% | 27.56%-14.4pp | 24.89%-11.8pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $2,646 | $3,158-16.2% | $3,869-31.6% | $2,624+0.8% |
| Participant deferral / active EE | $5,172 | $3,860+34.0% | $5,058+2.3% | $4,347+19.0% |
| Admin fee / account holder | $301 | $2,369-87.3% | $8,394-96.4% | $1,944-84.5% |