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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,413 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,690 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $8,310 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $173,806 | $93,571+85.7% | $135,903+27.9% | $75,163+131.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.3pp | 67.2%+29.1pp |
| Annual return | 19.06% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $6,864 | $3,537+94.1% | $4,856+41.3% | $2,670+157.1% |
| Participant deferral / active EE | $11,500 | $6,404+79.6% | $7,758+48.2% | $4,125+178.8% |
| Admin fee / account holder | $352 | $6,975-94.9% | $10,762-96.7% | $5,651-93.8% |