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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,368 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $49,370 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,157 | $86,225+20.8% | $146,665-29.0% | $86,799+20.0% |
| Participation rate | 76.9% | 78.0%-1.1pp | 80.1%-3.2pp | 72.3%+4.6pp |
| Annual return | 16.59% | 31.23%-14.6pp | 22.74%-6.2pp | 97.91%-81.3pp |
| Employer contribution / active EE | $2,976 | $2,392+24.4% | $4,136-28.0% | $2,405+23.7% |
| Participant deferral / active EE | $5,625 | $4,245+32.5% | $5,506+2.2% | $4,131+36.2% |
| Admin fee / account holder | $241 | $195+23.4% | $10,280-97.7% | $170+42.2% |