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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,745 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,726 | $88,083-28.8% | $164,813-61.9% | $74,495-15.8% |
| Participation rate | 93.6% | 73.0%+20.6pp | 78.6%+15.0pp | 67.2%+26.4pp |
| Annual return | 17.56% | 17.26%+0.3pp | 69.93%-52.4pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,439 | $2,593-5.9% | $4,341-43.8% | $2,623-7.0% |
| Participant deferral / active EE | $7,211 | $4,498+60.3% | $6,031+19.6% | $4,346+65.9% |
| Admin fee / account holder | $244 | $2,234-89.1% | $12,690-98.1% | $1,942-87.4% |