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) | $12,760 |
Service code 60 | Sub-TA Fees | $18 |
Filed as: FIDELITY INVESMTNES INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,231 | $101,317+80.8% | $146,958+24.7% | $74,495+146.0% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 14.57% | 8730.91%-8716.3pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,321 | $3,810+13.4% | $4,933-12.4% | $2,623+64.7% |
| Participant deferral / active EE | $15,638 | $7,303+114.1% | $8,070+93.8% | $4,346+259.8% |
| Admin fee / account holder | $192 | $1,739-89.0% | $12,998-98.5% | $1,942-90.1% |