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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1199408 FBO ALFONSO VALENTE · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $20,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,832 | $54,517-25.1% | $75,972-46.3% | $74,495-45.2% |
| Participation rate | 76.2% | 60.3%+15.9pp | 69.1%+7.1pp | 67.2%+9.0pp |
| Annual return | 12.10% | 31.82%-19.7pp | 359.55%-347.4pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,407 | $1,777+35.4% | $2,685-10.3% | $2,623-8.2% |
| Participant deferral / active EE | $5,514 | $3,066+79.9% | $4,255+29.6% | $4,346+26.9% |
| Admin fee / account holder | $189 | $2,229-91.5% | $6,467-97.1% | $1,942-90.3% |