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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $13,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,420 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,946 | $46,297+38.1% | $71,671-10.8% | $62,292+2.7% |
| Participation rate | 74.0% | 60.6%+13.3pp | 68.7%+5.2pp | 69.5%+4.4pp |
| Annual return | 17.56% | 22.32%-4.8pp | 20.65%-3.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,406 | $2,235+52.4% | $3,438-0.9% | $3,169+7.5% |
| Admin fee / account holder | $111 | $461-75.8% | $5,558-98.0% | $479-76.8% |