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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 17 12651 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Pension Consulting | $15,000 |
LANCE SOLL & LUNGHARD LLP2 years Filed as: LANCE, SOLL & LUNGHARD, LLP Service code 10 · EIN 95-2700123 | Accounting | $13,900 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Direct payment from the plan; Float r... | $7,862 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Claims processing... | $7,486 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,214 | $72,404+43.9% | $110,238-5.5% | $64,186+62.4% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -3.87% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $417 | $2,282-81.7% | $3,826-89.1% | $2,381-82.5% |
| Participant deferral / active EE | $2,649 | $3,469-23.6% | $4,672-43.3% | $3,470-23.6% |
| Admin fee / account holder | $598 | $5,664-89.4% | $8,547-93.0% | $4,888-87.8% |