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 FSA Service code 26 · EIN 59-2937883 | Advisory (Participants) | $42,401 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,355 | $80,724-58.7% | $103,333-67.7% | $74,495-55.2% |
| Participation rate | 71.7% | 65.7%+6.0pp | 74.5%-2.8pp | 67.2%+4.5pp |
| Annual return | 43.04% | 27.56%+15.5pp | 24.88%+18.2pp | 1364.94%-1321.9pp |
| Employer contribution / active EE | $1,972 | $3,157-37.5% | $3,868-49.0% | $2,623-24.8% |
| Participant deferral / active EE | $4,172 | $3,860+8.1% | $5,057-17.5% | $4,346-4.0% |
| Admin fee / account holder | $443 | $2,368-81.3% | $8,355-94.7% | $1,942-77.2% |