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 SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $56,118 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,834 |
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 | $128,128 | $59,186+116.5% | $76,768+66.9% | $56,287+127.6% |
| Participation rate | 92.1% | 75.2%+16.9pp | 77.0%+15.2pp | 69.9%+22.3pp |
| Annual return | -3.90% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,713 | $1,759-2.6% | $2,485-31.1% | $2,111-18.9% |
| Participant deferral / active EE | $5,667 | $3,255+74.1% | $3,852+47.1% | $3,350+69.2% |
| Admin fee / account holder | $282 | $489-42.3% | $6,675-95.8% | $521-45.8% |