Filed November 3, 2020 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,037 | $61,052+104.8% | $142,863-12.5% | $79,386+57.5% |
| Participation rate | 53.8% | 60.1%-6.3pp | 71.9%-18.2pp | 70.7%-16.9pp |
| Annual return | 12.47% | 16.02%-3.6pp | 5637.54%-5625.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,024 | $1,481+36.7% | $4,144-51.2% | $2,427-16.6% |
| Participant deferral / active EE | $3,485 | $2,879+21.0% | $3,837-9.2% | $4,046-13.8% |
| Admin fee / account holder | $232 | $659-64.9% | $6,560-96.5% | $626-63.0% |