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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $27,977 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,804 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,350 | $72,254-67.7% | $86,677-73.1% | $64,808-64.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.6%-9.9pp | 71.5%-4.8pp |
| Annual return | -11.47% | 392.42%-403.9pp | 35.91%-47.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $1,188 | $2,393-50.3% | $2,836-58.1% | $2,506-52.6% |
| Participant deferral / active EE | $3,203 | $4,658-31.2% | $4,656-31.2% | $4,310-25.7% |
| Admin fee / account holder | $144 | $174-17.3% | $7,493-98.1% | $188-23.4% |