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) | $38,904 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38,179 |
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 | $55,306 | $65,908-16.1% | $81,812-32.4% | $77,643-28.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 10.66% | 26.64%-16.0pp | 773.79%-763.1pp | 31.24%-20.6pp |
| Employer contribution / active EE | $2,043 | $2,370-13.8% | $2,912-29.8% | $2,726-25.0% |
| Participant deferral / active EE | $3,857 | $3,505+10.0% | $4,319-10.7% | $4,647-17.0% |
| Admin fee / account holder | $200 | $526-62.0% | $7,386-97.3% | $430-53.5% |