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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,684 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,329 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,271 | $54,517+135.3% | $75,972+68.8% | $74,495+72.2% |
| Participation rate | 50.9% | 60.3%-9.4pp | 69.1%-18.1pp | 67.2%-16.3pp |
| Annual return | 12.59% | 31.82%-19.2pp | 359.55%-347.0pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,859 | $3,066+25.9% | $4,255-9.3% | $4,346-11.2% |
| Admin fee / account holder | $324 | $2,229-85.5% | $6,467-95.0% | $1,942-83.3% |