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 FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $41,703 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,198 |
KIMBERLIN COMPANY, PLLC2 years Service code 15 · EIN 45-5497718 | Recordkeeping | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,919 | $54,193-2.4% | $93,606-43.5% | $77,643-31.8% |
| Participation rate | 43.1% | 63.9%-20.9pp | 68.7%-25.6pp | 70.6%-27.5pp |
| Annual return | 13.24% | 30.54%-17.3pp | 133.20%-120.0pp | 31.24%-18.0pp |
| Employer contribution / active EE | $674 | $1,168-42.3% | $2,420-72.1% | $2,726-75.3% |
| Participant deferral / active EE | $2,932 | $3,144-6.7% | $4,411-33.5% | $4,647-36.9% |
| Admin fee / account holder | $506 | $576-12.0% | $8,285-93.9% | $430+17.6% |