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 7-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 Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $28,252 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,040 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,456 | $73,638-74.9% | $95,952-80.8% | $73,488-74.9% |
| Participation rate | 76.7% | 76.2%+0.5pp | 77.1%-0.4pp | 70.7%+6.0pp |
| Annual return | 15.41% | 16.78%-1.4pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $966 | $1,863-48.2% | $2,541-62.0% | $2,270-57.5% |
| Participant deferral / active EE | $3,851 | $3,617+6.5% | $4,167-7.6% | $3,740+3.0% |
| Admin fee / account holder | $123 | $482-74.4% | $6,795-98.2% | $513-76.0% |