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 Service code 27 · EIN 59-1531281 | Advisory (Plan) | $63,306 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $23,811 |
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 | $77,445 | $85,135-9.0% | $98,907-21.7% | $73,409+5.5% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.1pp |
| Annual return | 15.39% | 19.14%-3.7pp | 196.43%-181.0pp | 59.29%-43.9pp |
| Employer contribution / active EE | $2,295 | $2,721-15.7% | $2,689-14.7% | $2,234+2.7% |
| Participant deferral / active EE | $4,987 | $4,349+14.7% | $4,244+17.5% | $3,805+31.1% |
| Admin fee / account holder | $150 | $139+8.0% | $6,642-97.7% | $158-4.8% |