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 | $41,087 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 31 · EIN 59-1237041 | Named fiduciary; Other fees | $32,500 |
Filed as: PRINCIPAL Service code 49 · EIN 42-0127290 | Other Services | $22,361 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,525 | $91,407+459.6% | $135,903+276.4% | $71,457+615.8% |
| Participation rate | 92.7% | 75.7%+17.0pp | 81.9%+10.8pp | 67.9%+24.7pp |
| Annual return | 15.19% | 29.90%-14.7pp | 68.23%-53.0pp | 28.85%-13.7pp |
| Employer contribution / active EE | $32,130 | $3,703+767.6% | $4,856+561.6% | $2,588+1141.7% |
| Participant deferral / active EE | $6,199 | $7,092-12.6% | $7,758-20.1% | $4,289+44.5% |
| Admin fee / account holder | $344 | $1,266-72.8% | $10,762-96.8% | $1,587-78.3% |