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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $150,548 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$43,484 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,881 | $89,808+91.4% | $100,383+71.2% | $77,671+121.3% |
| Participation rate | 95.6% | 81.2%+14.4pp | 81.5%+14.1pp | 70.6%+25.0pp |
| Annual return | 17.67% | 20.62%-2.9pp | 49.26%-31.6pp | 31.21%-13.5pp |
| Employer contribution / active EE | $6,670 | $3,039+119.5% | $3,944+69.1% | $2,726+144.6% |
| Participant deferral / active EE | $14,775 | $8,284+78.4% | $8,086+82.7% | $4,648+217.9% |
| Admin fee / account holder | $256 | $174+46.5% | $7,900-96.8% | $430-40.6% |