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 |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $37,727 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 | Other Fees | $30,000 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 27 · EIN 59-1237041 | Advisory (Plan) | $21,337 |
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 | $146,256 | $47,977+204.8% | $154,107-5.1% | $56,287+159.8% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.3pp | 69.9%+29.4pp |
| Annual return | -5.40% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $8,302 | $2,169+282.8% | $5,298+56.7% | $2,111+293.3% |
| Participant deferral / active EE | $5,775 | $2,392+141.4% | $5,081+13.7% | $3,350+72.4% |
| Admin fee / account holder | $192 | $438-56.2% | $13,411-98.6% | $521-63.2% |