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 FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $19,439 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,100 |
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 | $39,361 | $62,127-36.6% | $81,382-51.6% | $74,495-47.2% |
| Participation rate | 83.7% | 64.0%+19.7pp | 69.5%+14.2pp | 67.2%+16.5pp |
| Annual return | 11.31% | 16.48%-5.2pp | 24.73%-13.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,110 | $1,882-41.0% | $2,463-54.9% | $2,623-57.7% |
| Participant deferral / active EE | $2,035 | $3,229-37.0% | $3,883-47.6% | $4,346-53.2% |
| Admin fee / account holder | $234 | $1,934-87.9% | $5,768-95.9% | $1,942-87.9% |