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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 PO BOX 14547 · ST PETERSBURG, FL 33733 | Other Commissions | $6,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | $932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,862 | $42,546-6.3% | $71,796-44.5% | $55,167-27.7% |
| Participation rate | 40.4% | 59.1%-18.8pp | 69.1%-28.7pp | 69.0%-28.6pp |
| Annual return | 6.07% | 12.36%-6.3pp | 78.04%-72.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $413 | $803-48.6% | $1,924-78.5% | $1,963-79.0% |
| Participant deferral / active EE | $889 | $2,064-56.9% | $2,794-68.2% | $3,054-70.9% |
| Admin fee / account holder | $9 | $650-98.6% | $4,815-99.8% | $504-98.2% |