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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 101 S. MAIN STREET, SUITE 301 · DECATUR, IL 62523 | Advisory (Plan) | $53,031 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $39,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,576 | $46,360+263.6% | $147,614+14.2% | $52,331+222.1% |
| Participation rate | 99.1% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.0pp |
| Annual return | -1.52% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $8,904 | $2,126+318.8% | $5,564+60.0% | $1,882+373.2% |
| Participant deferral / active EE | $6,051 | $2,258+168.0% | $4,895+23.6% | $3,022+100.2% |
| Admin fee / account holder | $414 | $766-45.9% | $11,611-96.4% | $592-30.0% |