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 AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 2273 CONGRESS STREET · PORTLAND, ME 04102 | Advisory (Participants) | $10,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,353 | $61,156-56.9% | $185,823-85.8% | $79,386-66.8% |
| Participation rate | 48.8% | 66.6%-17.8pp | 81.7%-32.9pp | 70.7%-21.9pp |
| Annual return | 37.44% | 19.45%+18.0pp | 122.05%-84.6pp | 116.85%-79.4pp |
| Employer contribution / active EE | $492 | $2,321-78.8% | $5,167-90.5% | $2,427-79.7% |
| Participant deferral / active EE | $1,079 | $2,789-61.3% | $5,568-80.6% | $4,046-73.3% |
| Admin fee / account holder | $166 | $710-76.6% | $16,237-99.0% | $626-73.5% |