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 & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $24,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $24,427 | $34,677-29.6% | $77,024-68.3% | $64,808-62.3% |
| Participation rate | 21.8% | 49.8%-28.0pp | 67.9%-46.1pp | 71.5%-49.6pp |
| Annual return | -16.06% | -5.33%-10.7pp | 42.32%-58.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $176 | $1,370-87.2% | $2,812-93.7% | $2,506-93.0% |
| Participant deferral / active EE | $1,245 | $2,556-51.3% | $4,426-71.9% | $4,310-71.1% |
| Admin fee / account holder | $7 | $179-96.1% | $5,425-99.9% | $188-96.2% |