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 · EIN 59-1237041 | Other Commissions | $10,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,428 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,274 | $42,353+6.9% | $79,550-43.1% | $64,808-30.1% |
| Participation rate | 42.0% | 64.8%-22.8pp | 69.5%-27.5pp | 71.5%-29.5pp |
| Annual return | -15.87% | -12.24%-3.6pp | 0.16%-16.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $364 | $1,181-69.2% | $2,413-84.9% | $2,506-85.5% |
| Participant deferral / active EE | $1,306 | $3,170-58.8% | $3,985-67.2% | $4,310-69.7% |
| Admin fee / account holder | $19 | $160-88.3% | $6,832-99.7% | $188-90.1% |