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) | $23,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,219 |
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 | $105,555 | $48,335+118.4% | $121,098-12.8% | $71,457+47.7% |
| Participation rate | 59.6% | 54.3%+5.3pp | 69.5%-9.9pp | 67.9%-8.4pp |
| Annual return | 15.58% | 23.32%-7.7pp | 985.75%-970.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,101 | $1,489+41.1% | $4,164-49.5% | $2,588-18.8% |
| Participant deferral / active EE | $4,394 | $2,754+59.6% | $4,080+7.7% | $4,289+2.5% |
| Admin fee / account holder | $297 | $1,841-83.9% | $5,644-94.7% | $1,587-81.3% |