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) | $15,087 |
Service code 49 · EIN 71-0294708 P.O BOX 990067 · HARTFORD, CT 061990067 | Other Services | $0 |
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 | $25,279 | $61,272-58.7% | $149,673-83.1% | $71,457-64.6% |
| Participation rate | 48.6% | 62.5%-13.9pp | 78.8%-30.2pp | 67.9%-19.4pp |
| Annual return | 13.31% | 35.85%-22.5pp | 134.42%-121.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $655 | $2,378-72.5% | $4,818-86.4% | $2,588-74.7% |
| Participant deferral / active EE | $1,646 | $2,917-43.6% | $5,680-71.0% | $4,289-61.6% |
| Admin fee / account holder | $146 | $1,261-88.5% | $13,210-98.9% | $1,587-90.8% |