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 7-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 code 27 · EIN 59-1237041 | Advisory (Plan) | $32,500 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $20,362 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $448,874 | $99,957+349.1% | $149,696+199.9% | $73,488+510.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 9.53% | 53.87%-44.3pp | 276.60%-267.1pp | 28.51%-19.0pp |
| Employer contribution / active EE | $26,032 | $3,191+715.8% | $4,644+460.5% | $2,270+1046.7% |
| Participant deferral / active EE | $3,734 | $6,073-38.5% | $6,842-45.4% | $3,740-0.2% |
| Admin fee / account holder | $313 | $551-43.1% | $9,309-96.6% | $513-38.9% |