See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $21,325 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,305 | $49,915-17.2% | $154,803-73.3% | $74,304-44.4% |
| Participation rate | 83.5% | 54.0%+29.5pp | 78.1%+5.4pp | 60.3%+23.1pp |
| Annual return | 14.71% | 34.06%-19.3pp | 58.88%-44.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,127 | $1,611+94.1% | $4,305-27.4% | $2,241+39.5% |
| Participant deferral / active EE | $2,933 | $2,255+30.1% | $5,540-47.1% | $3,767-22.1% |
| Admin fee / account holder | $257 | $2,189-88.2% | $14,329-98.2% | $2,969-91.3% |