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 Service code 27 · EIN 59-1531281 | Advisory (Plan) | $39,997 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,083 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $904,088 | $101,317+792.3% | $146,958+515.2% | $74,495+1113.6% |
| Participation rate | 81.3% | 75.5%+5.8pp | 82.2%-0.8pp | 67.2%+14.1pp |
| Annual return | 14.81% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $14,179 | $3,810+272.1% | $4,933+187.4% | $2,623+440.6% |
| Participant deferral / active EE | $9,736 | $7,303+33.3% | $8,070+20.6% | $4,346+124.0% |
| Admin fee / account holder | $492 | $1,739-71.7% | $12,998-96.2% | $1,942-74.7% |