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 FIN SVCS, INC. Service code 27 · EIN 59-1531281 | Advisory (Plan) | $20,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,159 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GLENMEDE4 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,804 | $73,638+164.5% | $95,952+103.0% | $73,488+165.1% |
| Participation rate | 92.2% | 76.2%+16.1pp | 77.1%+15.2pp | 70.7%+21.6pp |
| Annual return | 16.10% | 16.78%-0.7pp | 91.61%-75.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $927 | $1,863-50.2% | $2,541-63.5% | $2,270-59.2% |
| Participant deferral / active EE | $8,247 | $3,617+128.0% | $4,167+97.9% | $3,740+120.5% |
| Admin fee / account holder | $177 | $482-63.3% | $6,795-97.4% | $513-65.5% |