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 & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $10,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,802 | $27,641+72.9% | $61,373-22.1% | $68,494-30.2% |
| Participation rate | 39.6% | 39.5%+0.1pp | 52.6%-13.0pp | 67.9%-28.3pp |
| Annual return | -17.38% | -13.24%-4.1pp | 338.61%-356.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $337 | $695-51.6% | $1,159-70.9% | $2,596-87.0% |
| Participant deferral / active EE | $1,042 | $1,263-17.5% | $2,125-51.0% | $4,027-74.1% |
| Admin fee / account holder | $508 | $2,010-74.7% | $2,130-76.1% | $5,403-90.6% |