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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $34,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,589 | $71,666-12.7% | $117,854-46.9% | $69,631-10.1% |
| Participation rate | 61.2% | 77.5%-16.3pp | 79.7%-18.4pp | 70.7%-9.5pp |
| Annual return | 17.14% | 18.86%-1.7pp | 335.08%-317.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,848 | $1,889-2.2% | $3,786-51.2% | $2,032-9.1% |
| Participant deferral / active EE | $3,525 | $3,340+5.5% | $4,482-21.3% | $3,224+9.3% |
| Admin fee / account holder | $7 | $120-94.1% | $8,020-99.9% | $110-93.5% |