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) | $19,259 |
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 | $27,275 | $55,415-50.8% | $155,509-82.5% | $74,495-63.4% |
| Participation rate | 48.6% | 61.9%-13.3pp | 78.2%-29.6pp | 67.2%-18.6pp |
| Annual return | 17.36% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $565 | $2,267-75.1% | $4,672-87.9% | $2,623-78.4% |
| Participant deferral / active EE | $1,751 | $2,836-38.3% | $5,626-68.9% | $4,346-59.7% |
| Admin fee / account holder | $186 | $1,738-89.3% | $15,912-98.8% | $1,942-90.4% |