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 | $23,954 |
KIMBERLIN COMPANY, PLLC3 years Service code 15 · EIN 45-5497718 | Recordkeeping | $9,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,847 |
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.)
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 | $56,923 | $66,098-13.9% | $101,794-44.1% | $74,304-23.4% |
| Participation rate | 48.3% | 53.8%-5.5pp | 69.2%-20.9pp | 60.3%-12.1pp |
| Annual return | 15.93% | 19.59%-3.7pp | 30.53%-14.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $810 | $1,082-25.1% | $2,289-64.6% | $2,241-63.8% |
| Participant deferral / active EE | $3,115 | $2,781+12.0% | $4,084-23.7% | $3,767-17.3% |
| Admin fee / account holder | $347 | $4,146-91.6% | $8,777-96.0% | $2,969-88.3% |