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) | $68,424 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $24,324 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,825 | $93,131-6.8% | $106,548-18.5% | $86,7990% |
| Participation rate | 97.2% | 81.4%+15.7pp | 76.1%+21.1pp | 72.3%+24.9pp |
| Annual return | 7.94% | 19.45%-11.5pp | 26.80%-18.9pp | 97.91%-90.0pp |
| Employer contribution / active EE | $2,663 | $2,895-8.0% | $2,819-5.5% | $2,405+10.7% |
| Participant deferral / active EE | $5,782 | $4,708+22.8% | $4,398+31.5% | $4,131+40.0% |
| Admin fee / account holder | $168 | $145+15.8% | $7,407-97.7% | $170-0.9% |