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 SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $44,504 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $0 |
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 | $179,605 | $55,453+223.9% | $170,442+5.4% | $62,292+188.3% |
| Participation rate | 99.2% | 66.4%+32.8pp | 83.6%+15.6pp | 69.5%+29.7pp |
| Annual return | 16.12% | 21.38%-5.3pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $8,307 | $2,164+283.9% | $5,433+52.9% | $2,042+306.8% |
| Participant deferral / active EE | $5,661 | $2,303+145.8% | $4,939+14.6% | $3,169+78.6% |
| Admin fee / account holder | $471 | $455+3.4% | $13,880-96.6% | $479-1.8% |