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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,595 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $12,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,153 | $42,353-26.4% | $79,550-60.8% | $64,808-51.9% |
| Participation rate | 45.6% | 64.8%-19.1pp | 69.5%-23.9pp | 71.5%-25.9pp |
| Annual return | -22.16% | -12.24%-9.9pp | 0.16%-22.3pp | 32.82%-55.0pp |
| Employer contribution / active EE | $1,291 | $1,181+9.4% | $2,413-46.5% | $2,506-48.5% |
| Participant deferral / active EE | $2,931 | $3,170-7.5% | $3,985-26.4% | $4,310-32.0% |
| Admin fee / account holder | $268 | $160+67.8% | $6,832-96.1% | $188+42.6% |