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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL ADVISORS, I Service code 99 | Other Fees | $68,035 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,929 |
MORNINGSTAR6+ years Service code 27 | Advisory (Plan) | $8,315 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,297 | $100,801+60.0% | $149,696+7.7% | $73,409+119.7% |
| Participation rate | 96.5% | 77.7%+18.8pp | 82.5%+14.0pp | 72.2%+24.3pp |
| Annual return | 19.32% | 265.34%-246.0pp | 276.60%-257.3pp | 59.29%-40.0pp |
| Employer contribution / active EE | $2,467 | $3,312-25.5% | $4,644-46.9% | $2,234+10.5% |
| Participant deferral / active EE | $8,932 | $6,404+39.5% | $6,842+30.5% | $3,805+134.7% |
| Admin fee / account holder | $63 | $181-65.1% | $9,309-99.3% | $158-60.1% |