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 SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $64,528 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,858 | $62,267-3.9% | $110,238-45.7% | $55,725+7.4% |
| Participation rate | 64.5% | 78.1%-13.6pp | 79.8%-15.3pp | 70.9%-6.4pp |
| Annual return | -6.51% | -1.07%-5.4pp | 314.74%-321.3pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,105 | $1,941+8.4% | $3,826-45.0% | $2,078+1.3% |
| Participant deferral / active EE | $3,969 | $3,516+12.9% | $4,672-15.0% | $3,356+18.3% |
| Admin fee / account holder | $9 | $121-92.7% | $8,547-99.9% | $115-92.3% |