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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.
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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 & ASSOCIATES, INC. Service code 26 · EIN 59-1199408 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $19,974 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,043 | $163,264-86.5% | $155,509-85.8% | - |
| Participation rate | 66.3% | 62.7%+3.6pp | 78.2%-11.9pp | - |
| Annual return | 16.64% | 19.38%-2.7pp | 64.67%-48.0pp | - |
| Employer contribution / active EE | $1,526 | $2,490-38.7% | $4,672-67.3% | - |
| Participant deferral / active EE | $2,844 | $2,914-2.4% | $5,626-49.5% | - |
| Admin fee / account holder | $130 | $96,217-99.9% | $15,912-99.2% | - |