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 | Advisory (Participants) | $36,276 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $31,454 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,664 | $58,290-14.8% | $98,442-49.5% | $86,799-42.8% |
| Participation rate | 91.5% | 68.3%+23.2pp | 73.3%+18.2pp | 72.3%+19.3pp |
| Annual return | 12.23% | 43.48%-31.3pp | 1492.73%-1480.5pp | 97.91%-85.7pp |
| Employer contribution / active EE | $1,686 | $2,008-16.0% | $2,960-43.0% | $2,405-29.9% |
| Participant deferral / active EE | $2,924 | $3,152-7.2% | $4,276-31.6% | $4,131-29.2% |
| Admin fee / account holder | $169 | $138+22.9% | $5,949-97.2% | $170-0.1% |