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 | $55,018 |
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 | $197,917 | $109,413+80.9% | $156,263+26.7% | $84,808+133.4% |
| Participation rate | 97.5% | 72.7%+24.8pp | 78.9%+18.6pp | 68.3%+29.2pp |
| Annual return | 15.37% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,323 | $2,907+48.7% | $4,333-0.2% | $2,631+64.3% |
| Participant deferral / active EE | $12,989 | $4,590+183.0% | $6,158+110.9% | $4,212+208.4% |
| Admin fee / account holder | $437 | $9,357-95.3% | $14,255-96.9% | $7,344-94.1% |