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 3-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 SERVICES2+ years Service code 27 · EIN 59-1517485 | Advisory (Plan) | $83,657 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $45,419 |
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 | $72,624 | $95,274-23.8% | $135,903-46.6% | $74,419-2.4% |
| Participation rate | 98.8% | 78.2%+20.6pp | 81.9%+16.9pp | 70.7%+28.0pp |
| Annual return | 24.15% | 32.77%-8.6pp | 68.23%-44.1pp | 34.38%-10.2pp |
| Employer contribution / active EE | $3,246 | $3,874-16.2% | $4,856-33.2% | $2,637+23.1% |
| Participant deferral / active EE | $10,930 | $7,782+40.4% | $7,758+40.9% | $4,528+141.4% |
| Admin fee / account holder | $214 | $266-19.6% | $10,762-98.0% | $348-38.5% |