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) | $19,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,332 | $55,636+66.0% | $81,983+12.6% | $73,488+25.6% |
| Participation rate | 67.1% | 62.3%+4.8pp | 69.2%-2.2pp | 70.7%-3.6pp |
| Annual return | 18.25% | 19.07%-0.8pp | 41.31%-23.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $3 | $1,625-99.8% | $2,498-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $2,984 | $2,762+8.0% | $3,722-19.8% | $3,740-20.2% |
| Admin fee / account holder | $166 | $493-66.2% | $5,664-97.1% | $513-67.6% |