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 37 · EIN 04-2647786 | Loan Processing | $20,960 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,779 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,322 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $6,788 |
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 | $66,308 | $59,097+12.2% | $82,389-19.5% | $74,304-10.8% |
| Participation rate | 51.1% | 52.8%-1.7pp | 69.5%-18.5pp | 60.3%-9.3pp |
| Annual return | 16.65% | 22.85%-6.2pp | 28.67%-12.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,022 | $1,601-36.2% | $2,517-59.4% | $2,241-54.4% |
| Participant deferral / active EE | $3,695 | $2,775+33.1% | $4,155-11.1% | $3,767-1.9% |
| Admin fee / account holder | $369 | $4,489-91.8% | $7,231-94.9% | $2,969-87.6% |