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 4-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1237041 | Advisory (Plan) | $51,122 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,080 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,228 | $73,638-64.4% | $108,410-75.8% | $79,386-67.0% |
| Participation rate | 95.7% | 77.4%+18.3pp | 80.1%+15.6pp | 70.7%+25.0pp |
| Annual return | 14.91% | 33.27%-18.4pp | 905.27%-890.4pp | 116.85%-101.9pp |
| Employer contribution / active EE | $2,220 | $2,397-7.4% | $3,558-37.6% | $2,427-8.6% |
| Participant deferral / active EE | $3,963 | $6,218-36.3% | $6,563-39.6% | $4,046-2.0% |
| Admin fee / account holder | $139 | $638-78.2% | $7,295-98.1% | $626-77.8% |