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 | $15,404 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,466 |
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).
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 | $27,023 | $79,171-65.9% | $102,423-73.6% | $74,495-63.7% |
| Participation rate | 94.1% | 74.8%+19.3pp | 76.5%+17.6pp | 67.2%+26.9pp |
| Annual return | 22.10% | 54.93%-32.8pp | 29.32%-7.2pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $2,765 | $2,362+17.1% | $3,023-8.5% | $2,623+5.4% |
| Participant deferral / active EE | $5,079 | $4,415+15.0% | $5,053+0.5% | $4,346+16.9% |
| Admin fee / account holder | $90 | $2,001-95.5% | $9,451-99.0% | $1,942-95.3% |