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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $21,327 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,777 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,904 | $58,083-48.5% | $80,019-62.6% | $56,287-46.9% |
| Participation rate | 92.1% | 73.6%+18.5pp | 75.8%+16.3pp | 69.9%+22.3pp |
| Annual return | -7.16% | 34.61%-41.8pp | 11.22%-18.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,249 | $1,932-35.4% | $2,468-49.4% | $2,111-40.8% |
| Participant deferral / active EE | $3,268 | $3,135+4.2% | $3,686-11.3% | $3,350-2.4% |
| Admin fee / account holder | $210 | $623-66.3% | $6,521-96.8% | $521-59.8% |