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 15 · EIN 59-1237041 | Recordkeeping | $9,280 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,488 |
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 | $22,522 | $76,050-70.4% | $96,544-76.7% | $71,457-68.5% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.1pp | 67.9%+26.1pp |
| Annual return | 28.51% | 22.81%+5.7pp | 25.84%+2.7pp | 28.85%-0.3pp |
| Employer contribution / active EE | $2,975 | $2,244+32.6% | $2,965+0.3% | $2,588+15.0% |
| Participant deferral / active EE | $5,521 | $4,215+31.0% | $4,851+13.8% | $4,289+28.7% |
| Admin fee / account holder | $76 | $2,707-97.2% | $8,252-99.1% | $1,587-95.2% |