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 & ASSOCIATES, INC. Service code 26 · EIN 59-1199408 PO BOX 23641 · ST PETERSBURG, FL 33742 | Advisory (Participants) | $42,614 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,570 | $56,767-55.0% | $101,794-74.9% | $85,563-70.1% |
| Participation rate | 79.4% | 57.6%+21.8pp | 69.2%+10.2pp | 66.0%+13.4pp |
| Annual return | 16.31% | 17.76%-1.4pp | 30.53%-14.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,689 | $2,720+35.6% | $4,084-9.7% | $4,375-15.7% |
| Admin fee / account holder | $114 | $1,098-89.6% | $8,777-98.7% | $834-86.4% |