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 SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 23 · EIN 59-1517485 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Insurance services | $236,507 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,304 | $80,177+12.6% | $123,892-27.1% | $57,658+56.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 8.05% | 17.90%-9.9pp | 47.52%-39.5pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,966 | $2,913-32.5% | $4,617-57.4% | $1,974-0.4% |
| Participant deferral / active EE | $6,805 | $5,130+32.6% | $5,984+13.7% | $3,061+122.3% |
| Admin fee / account holder | $706 | $106+564.5% | $8,357-91.5% | $95+647.3% |