See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $75,620 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $37,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,915 | $49,693+58.8% | $70,515+11.9% | $74,419+6.0% |
| Participation rate | 48.7% | 64.7%-15.9pp | 68.3%-19.6pp | 70.7%-22.0pp |
| Annual return | 16.59% | 21.22%-4.6pp | 32.77%-16.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $878 | $1,773-50.5% | $2,973-70.5% | $2,637-66.7% |
| Participant deferral / active EE | $3,465 | $3,376+2.6% | $4,567-24.1% | $4,528-23.5% |
| Admin fee / account holder | $20 | $316-93.6% | $6,412-99.7% | $348-94.2% |