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) | $23,289 |
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 | $29,886 | $49,915-40.1% | $154,803-80.7% | $74,304-59.8% |
| Participation rate | 52.2% | 54.0%-1.8pp | 78.1%-25.9pp | 60.3%-8.2pp |
| Annual return | 13.29% | 34.06%-20.8pp | 58.88%-45.6pp | 29.43%-16.1pp |
| Employer contribution / active EE | $684 | $1,611-57.6% | $4,305-84.1% | $2,241-69.5% |
| Participant deferral / active EE | $2,117 | $2,255-6.1% | $5,540-61.8% | $3,767-43.8% |
| Admin fee / account holder | $241 | $2,189-89.0% | $14,329-98.3% | $2,969-91.9% |