See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 28 · EIN 59-1237041 RJA 880 CARILLION PKWY · SAINT PETERSBURG, FL 33716 | Investment Management | $32,622 |
NATIONWIDE2 years Service code 28 · EIN 31-4177100 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $18,736 |
FIDUCIARY WISE, LLC2 years Service code 28 · EIN 81-3799174 2487 S GILBERT · GILBERT, AZ 85295 | Investment Management | $11,788 |
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 | $84,879 | $87,870-3.4% | $113,168-25.0% | $74,304+14.2% |
| Participation rate | 93.5% | 70.7%+22.7pp | 76.6%+16.9pp | 60.3%+33.1pp |
| Annual return | 14.07% | 26.44%-12.4pp | 24.27%-10.2pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,023 | $2,277-55.1% | $2,975-65.6% | $2,241-54.4% |
| Participant deferral / active EE | $3,951 | $4,241-6.8% | $5,107-22.6% | $3,767+4.9% |
| Admin fee / account holder | $352 | $3,368-89.5% | $12,068-97.1% | $2,969-88.1% |