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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES ASSOCIATES Service code 49 9100 WILSHIRE BLVD STE 720 E · BEVERLY HILLS, CA 90212 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,912 | $38,969-64.3% | $109,313-87.3% | $55,167-74.8% |
| Participation rate | 23.5% | 58.2%-34.7pp | 71.3%-47.7pp | 69.0%-45.5pp |
| Annual return | 5.04% | 8.26%-3.2pp | 22.07%-17.0pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $960 | $2,176-55.9% | $3,166-69.7% | $3,054-68.6% |
| Admin fee / account holder | $7 | $501-98.5% | $5,666-99.9% | $504-98.5% |