See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 | Other Fees | $45,000 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
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 | $199,449 | $58,879+238.7% | $178,490+11.7% | $73,488+171.4% |
| Participation rate | 98.8% | 66.2%+32.5pp | 81.9%+16.8pp | 70.7%+28.1pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $8,515 | $2,236+280.8% | $5,011+69.9% | $2,270+275.1% |
| Participant deferral / active EE | $6,082 | $2,567+136.9% | $5,202+16.9% | $3,740+62.6% |
| Admin fee / account holder | $361 | $400-9.7% | $13,984-97.4% | $513-29.6% |