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) | $8,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,873 | $65,061-67.9% | $143,757-85.5% | $66,914-68.8% |
| Participation rate | 59.1% | 65.2%-6.1pp | 80.3%-21.2pp | 69.8%-10.7pp |
| Annual return | -16.07% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $749 | $2,361-68.3% | $4,951-84.9% | $2,544-70.6% |
| Participant deferral / active EE | $1,754 | $2,919-39.9% | $5,637-68.9% | $4,237-58.6% |
| Admin fee / account holder | $160 | $502-68.2% | $14,673-98.9% | $593-73.1% |