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 | $83,418 |
WELLS THOMAS, LLC2 years Filed as: WELLS THOMAS LLC Service code 49 · EIN 26-0228640 | Other Services | $28,889 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,303 |
MORNINGSTAR8+ years Service code 27 | Advisory (Plan) | $9,289 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,798 | $82,202+68.8% | $125,339+10.7% | $64,808+114.2% |
| Participation rate | 96.5% | 77.9%+18.6pp | 82.4%+14.1pp | 71.5%+25.0pp |
| Annual return | -17.67% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $2,670 | $3,615-26.1% | $4,814-44.5% | $2,506+6.6% |
| Participant deferral / active EE | $9,757 | $7,175+36.0% | $7,446+31.0% | $4,310+126.4% |
| Admin fee / account holder | $90 | $163-44.6% | $10,010-99.1% | $188-51.8% |