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 | $39,252 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $8,125 |
Participant 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.)
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 | $554,434 | $104,475+430.7% | $159,436+247.7% | $79,386+598.4% |
| Participation rate | 89.5% | 76.6%+12.9pp | 82.8%+6.7pp | 70.7%+18.8pp |
| Annual return | 879.79% | 67.95%+811.8pp | 263.57%+616.2pp | 116.85%+762.9pp |
| Employer contribution / active EE | $6,865 | $3,417+100.9% | $4,829+42.1% | $2,427+182.8% |
| Participant deferral / active EE | $935 | $6,467-85.5% | $7,352-87.3% | $4,046-76.9% |
| Admin fee / account holder | $340 | $711-52.2% | $10,799-96.8% | $626-45.7% |