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 | $24,016 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,594 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,508 | $55,416+20.0% | $75,972-12.5% | $77,643-14.3% |
| Participation rate | 94.0% | 63.6%+30.4pp | 69.1%+24.9pp | 70.6%+23.4pp |
| Annual return | 11.14% | 17.07%-5.9pp | 359.55%-348.4pp | 31.24%-20.1pp |
| Employer contribution / active EE | $3,426 | $1,788+91.7% | $2,685+27.6% | $2,726+25.7% |
| Participant deferral / active EE | $6,738 | $3,447+95.5% | $4,255+58.3% | $4,647+45.0% |
| Admin fee / account holder | $125 | $414-69.9% | $6,467-98.1% | $430-71.1% |