Filed August 31, 2026
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 FINANCIAL SERVICE Service code 27 · EIN 59-2937883 | Advisory (Plan) | $31,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,743 | $80,724-16.1% | $103,333-34.4% | $74,495-9.1% |
| Participation rate | 84.8% | 65.7%+19.1pp | 74.5%+10.3pp | 67.2%+17.6pp |
| Annual return | 16.48% | 27.56%-11.1pp | 24.88%-8.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $8,358 | $3,157+164.7% | $3,868+116.1% | $2,623+218.7% |
| Participant deferral / active EE | $4,199 | $3,860+8.8% | $5,057-17.0% | $4,346-3.4% |
| Admin fee / account holder | $164 | $2,368-93.1% | $8,355-98.0% | $1,942-91.5% |