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 AND ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $27,744 |
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $5,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,686 | $91,407+9.1% | $135,903-26.6% | $71,457+39.5% |
| Participation rate | 71.3% | 75.7%-4.3pp | 81.9%-10.6pp | 67.9%+3.4pp |
| Annual return | 22.63% | 29.90%-7.3pp | 68.23%-45.6pp | 28.85%-6.2pp |
| Employer contribution / active EE | $2,668 | $3,703-28.0% | $4,856-45.1% | $2,588+3.1% |
| Participant deferral / active EE | $4,797 | $7,092-32.4% | $7,758-38.2% | $4,289+11.8% |
| Admin fee / account holder | $296 | $1,266-76.6% | $10,762-97.3% | $1,587-81.4% |