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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,747 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,286 | $101,763+65.4% | $164,866+2.1% | $80,874+108.1% |
| Participation rate | 98.9% | 71.8%+27.0pp | 78.6%+20.2pp | 67.6%+31.2pp |
| Annual return | 13.12% | 16.73%-3.6pp | 69.97%-56.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $4,427 | $2,954+49.9% | $4,343+1.9% | $2,756+60.7% |
| Participant deferral / active EE | $11,904 | $4,477+165.9% | $6,033+97.3% | $4,297+177.0% |
| Admin fee / account holder | $490 | $8,228-94.0% | $12,689-96.1% | $6,935-92.9% |