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 10-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 | $16,611 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,133 | $59,402+8.0% | $93,654-31.5% | $74,546-14.0% |
| Participation rate | 60.1% | 59.7%+0.5pp | 68.7%-8.6pp | 67.2%-7.1pp |
| Annual return | 12.35% | 81.86%-69.5pp | 133.34%-121.0pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $610 | $1,265-51.8% | $2,421-74.8% | $2,624-76.8% |
| Participant deferral / active EE | $4,339 | $3,049+42.3% | $4,413-1.7% | $4,347-0.2% |
| Admin fee / account holder | $418 | $3,023-86.2% | $8,282-94.9% | $1,944-78.5% |