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 SERVICES3+ years Service code 27 · EIN 59-1517485 | Advisory (Plan) | $66,453 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $48,442 |
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 | $81,608 | $106,028-23.0% | $146,958-44.5% | $77,643+5.1% |
| Participation rate | 98.7% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 15.78% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,625 | $4,063-10.8% | $4,933-26.5% | $2,726+33.0% |
| Participant deferral / active EE | $11,691 | $7,990+46.3% | $8,070+44.9% | $4,647+151.6% |
| Admin fee / account holder | $192 | $337-43.2% | $12,998-98.5% | $430-55.4% |